Dan McKenna, CFA in

Dan McKenna, CFA

Login to view DISC.
Managing Partner at Harvest Wealth Partners
📍 United States

Dan McKenna is the Managing Partner at Harvest Wealth Partners, where he continues a 30-year family legacy. A CFA® charterholder and graduate of Taylor University, he specializes in investment strategy, portfolio design, and managing wealth for high-net-worth families, leveraging a decade of prior investment consulting experience.

Deeply committed to his familys business, Dan is passionate about serving as a steward for his clients wealth with the same care he would for his own. He recently experienced the significant milestone of purchasing his first home, giving him a personal perspective on major financial decisions.

He returned to his roots to lead the family business his father founded in the early 1990s.

Read the full overview →
Experience
10 Years
Current Role
Managing Partner
Location
United States
Personality Overview

How Dan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Dan cares about

Family Legacy
He is passionate about continuing the 30-year business his father started and treats his clients' legacies with the same care as his own.
Private Investments
He follows the migration of private investments into wealth management, viewing it as a critical and growing trend for high-net-worth individuals.
+5 more topics Login to view topics
Career

Work history

1-2025
Managing Partner
Harvest Wealth Partners
2-2024 - 12-2024
Senior Portfolio Analyst & Research Coverage
First Trust
1-2019 - 1-2024
Portfolio Analyst & Research Coverage
First Trust
6-2015 - 12-2018
ETF Portfolio Manager & Capital Markets
First Trust
5-2014 - 8-2014
Sales Intern
Invesco PowerShares
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Science (B.S.)
Taylor University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Dan. Free, 10 seconds.