Daniel C. Regan formerly served as an Assistant Vice President in the legal department at Envestnet Asset Management, a leading provider of integrated solutions to financial advisors and institutions. Prior to that, he served as a financial consultant for Thrivent Financial, a provider of financial planning and wealth management services.
While Dan enjoyed working as a financial consultant, he felt called to provide his clients with an even greater depth of counsel. This motivation led to his transition to the legal field. With a background that straddles the financial and legal realms, Dan is uniquely positioned to help clients navigate day-to-day needs as well as unforeseen challenges and opportunities.
Dan is a member of the American Bar Association’s Small Business Committee Task Force on Model Short Stock Purchase Agreement. He is also a regular speaker for the Small Business Administration concerning small businesses and start-ups. Dan provides educational workshops on estate planning and belongs to various committees in the American Bar Association, Illinois State Bar Association and the Chicago Bar Association.
Dan is very involved in the community. He is a director of the charity, Side by Side, the Vice President of his church congregation, regularly volunteers with Habitat for Humanity (both locally and internationally), and has been involved with a mentor program aimed at high school youth on the Southside of Chicago.
- Loyola University Chicago School of Law, J.D., 2014
- Loyola University Chicago Quinlan School of Business, M.B.A., 2014
- St. Xavier University, B.B.A., Finance
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