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Throughout his career, Dan has been charged with driving growth from talent acquisition efforts, transforming learning and development initiatives to better serve advisors and their businesses, and building high performance financial advisor teams with capabilities to deliver holistic planning.
Joe is a seasoned professional who loves to solve problems, motivate teams, and drive hard for results. He is a long-time veteran in the wealth management space and within the broader financial services sector. He has held numerous executive positions over his career.
As Barnum’s Chief Financial Officer, Joe leads a diverse set of financial operations across the company, ensuring long-term value creation for Barnum’s stakeholders. His efforts are focused on optimizing our financial and operational performance, enabling Barnum to reinvest in its people, enhance current capabilities, and develop new strategic initiatives that drive growth and value for our clients and our advisors.
Stefano’s role is to provide strategic leadership and hands-on direction to develop, deliver, and evolve an extraordinary, unique, and impactful technology-based experience for our clients, our advisors, our employees, and our business partners. He harnesses the four main elements of technology – automation, security, customer experience, and data – into an integrated approach to driving client and advisor satisfaction and success.
Elizabeth serves as Barnum’s Chief Marketing Officer, providing strategic direction to a team dedicated to supporting our advisors and building Barnum’s brand in the marketplace. By leveraging relationships within Barnum and with outside business partners, Elizabeth has led many transformational initiatives and new business endeavors that have delivered impactful results. In addition, she has integrated the concept of “growth mindset” into the culture at Barnum.
Joe passionately believes in the important role a financial advisor can play in the life of an individual and their family. As a result, he focuses his energies on attracting the best talent to Barnum, developing that talent, and leveraging the firm’s considerable resources to enable his advisors to achieve our mission of “enriching as many lives as possible”.
In addition to serving as Barnum’s Chief Operating Officer, Mindee leads our Wealth Strategies Division, which includes specialists in the core product areas of insurance, annuities, and investments as well as financial planning and wealth management. She is a major catalyst for Barnum’s diversity, equity, and inclusion initiatives and is deeply committed to community service.
Throughout his career, Paul has been a tireless advocate for Barnum’s clients, its advisors and employees, and the communities it serves as well as for the financial services industry. He is committed to leading an environment and culture at Barnum that promotes productivity, creativity, diversity, equity, inclusion, and teamwork.
