Dan Lehman

Daniel Lehman brings nearly two decades of specialized expertise to the intersection of human capital and finance. With a career spanning 10 years in financial advisory and investment banking, followed by 8 years in accounting and finance executive search, Daniel offers a rare, insider’s perspective on the technical and cultural demands of the industry. 

As a trusted partner to PE-backed firms, publicly traded entities, and middle-market organizations, Daniel prioritizes long-term fit over high-volume placement. By leveraging a deep-rooted pipeline of qualified talent and a nuanced understanding of the current market, he ensures that every search is handled with the precision of a seasoned financial veteran. A former “golden gloves”, welter-weight contender and NY section champion, he brings relentless drive and discipline to all of his clients’ searches! 

Daniel holds a degree in Criminal Justice from the College of Saint Rose, where he was a dean’s list recipient and is Series 7, 63, and 65 licensed. Dan resides in Upstate New York and in his spare time enjoys fly fishing, playing guitar in a local band and spending time with his wife and two sons.