Dan Zippel

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Profile

Daniel Edward Zippel worked as a Senior Vice President at Bill Few Associates, Inc. from 2008 to 2024.
Prior to that, he worked as a Financial Consultant at Charles Schwab & Co., Inc. in 2007.
Zippel obtained an undergraduate degree from The Pennsylvania State University.

Former positions of Dan Zippel

Companies	Position	End
Bill Few Associates, Inc. Bill Few Associates, Inc. Investment ManagersFinance BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments.	Investment Committee Member	16/01/2024
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services	Corporate Officer/Principal	31/12/2007

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Training of Dan Zippel

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Private companies	3
Bill Few Associates, Inc. Bill Few Associates, Inc. Investment ManagersFinance BFA creates personalized portfolios involving Individual Equities, Individual Bonds and Mutual Funds. The firm’s core philosophy revolves around a style-neutral, sector-neutral, large-cap equity portfolio, with a history of out-performing benchmarks. They build high quality, diversified portfolios of fixed–income investments.	Finance
Charles Schwab & Co., Inc. Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services	Finance
The Pennsylvania State University The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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