Meet The Team

Daniel Ward, CFA

Vice President



Phone: (615) 800-6205




Daniel Ward is a Vice President at Bailey Southwell & Co. Previously, he worked at South Texas Money Management, a Regional Asset Manager with $3 billion in assets under management.

Dan received a B.A. in Mathematical Economics from Colorado College. While at Colorado College, Dan interned for U.S. Senator Olympia Snowe, served as President of the Colorado College Investment Club, and wrote a thesis on price volatility trends in public biopharmaceutical companies. Dan is a CFA charterholder.

Dan lives in Brentwood and enjoys traveling and going to restaurants with friends.