Daniel C. Kenary, Jr.
Co-Founder / Managing Director
Prior to co-founding Copperbox, Dan worked at a private equity firm in Chicago, where he led market research strategies to uncover investment opportunities across a various industries. He mentored and coached junior team members and was critical to the firm’s acquisition of two companies during his time there. Eager to tap into his entrepreneurial spirit, Dan then joined Here Here, a startup where he built the B2B and B2C business models and developed sourcing and recruiting initiatives to support field sales, marketing, mobile/web development, and officer positions.
Dan began his career at PIMCO Investments in New York as an account manager, providing economic insight, product information, and investment solutions to independent and wirehouse financial advisors as well as RIA and institutional investors. He loved working with such a diverse client base, understanding their needs and perspectives, and earning their trust to ultimately provide optimal and timely investment solutions.
Education and Credentials
Dan earned his MBA from the University of Chicago Booth School of Business, with concentrations in Behavioral Science, Entrepreneurship, and Strategic Management. He received his BA from The College of the Holy Cross, majoring in English and Philosophy. He was awarded the CFA Institute’s Claritas Investment Certificate and holds his Series 7 and 63 securities licenses.
Dan has a love for the outdoors. Growing up in New England, he cherishes an escape to Vermont with his family where he can most likely be found hiking in the Fall, mountain biking in the Summer, and skiing or playing pond hockey in the winter. He has a 2-year-old Yellow Lab named Abbie and wherever Dan is, she is sure to be close by (or way up ahead on a hike!).