Dan McKenna, CFA

Supporter
DISC Type : s

Managing Partner at Harvest Wealth Partners

United States

Overview

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.

Personality Overview

Calm

Social Proof Driven

Thoughtful In Approach

Their decisions are defined by the possible value that they can bring to the organization.
  They usually go by the book, following all rules and procedures. They are unlikely to become strong champions as they don't prefer pushing other people.

Topics They Care 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.
Long-Term Investing
Believes that stocks are driven by earnings and fundamentals in the long term, rather than short-term market sentiment.

Media Appearances

Dan has no verified media appearances

Work History

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

Education

Bachelor of Science (B.S.) from Taylor University

More Information

Social Presence :

Prographics :

Exp : 10 Location : United States Job Level : N/A Designation : Managing Partner at Harvest Wealth Partners
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Insights For Selling To Dan

During A Call Or A Meeting

DO's

  • Pause and ask them if they have any questions
  • Engage other key stakeholders on their side and leverage if they approve of your product
  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.

DONT's

  • Avoid saying anything that sounds like a risky proposition
  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Don’t don the salesperson avatar, be the friendly advisor instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dan is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Dan

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Dan move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Dan take some risk or not?

  • They rarely take risks and prefer making decisions supported by others.

You And Dan

Personality Compatibility


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