Dan Mancuso serves as Senior Vice President of Investment at Paulson Investment Company, LLC, where he leverages nearly three decades of experience in the financial services industry to deliver strategic financial solutions to clients. Since becoming a registered financial professional in 1994, Dan has honed...
Dan Mancuso serves as Senior Vice President of Investment at Paulson Investment Company, LLC, where he leverages nearly three decades of experience in the financial services industry to deliver strategic financial solutions to clients. Since becoming a registered financial professional in 1994, Dan has honed his expertise in several key areas, including private equity, equity syndicate offerings, and 1031 exchanges. His focus on minority growth capital through private investments, such as PIPEs and bridge financing, allows him to identify and capitalize on unique opportunities that drive value for both investors and businesses.
At Paulson Investment, Dan plays a pivotal role in structuring and executing initial and secondary public offerings, ensuring that clients navigate the complexities of the equity syndicate landscape with confidence. His recent projects have included successful transactions in the realm of Delaware Statutory Trusts (DSTs) and 721 UPREITs, where he has guided clients through the intricacies of tax-deferred real estate exchanges, maximizing their investment potential.
Dan’s commitment to wealth management and alternative investments is underscored by his strategic financial planning capabilities, enabling him to provide tailored financial advisory services that meet the diverse needs of his clientele. His exceptional customer service and deep understanding of fixed annuities further enhance his ability to deliver comprehensive financial solutions. As a thought leader in the industry, Dan Mancuso continues to drive innovation and excellence at Paulson Investment Company, LLC, fostering strong relationships and empowering clients to achieve their financial goals.
