Skip to main content
Andrew Winn, CFO

DAG

Andrew Winn

CFO

LinkedIn

Over the course of a 30-year career, Andrew Winn was the CFO & previous Head of Investor Relations at an early stage technology company and he has been intimately involved in money management, both as an institutional asset manager, including pension and corporate accounts as well as an asset manager for individual accounts. In his prior role as a CFO he successfully transitioned a prior firm from a fully private firm to a publicly reporting firm with 6 years of audited financials. He worked for 7 years as a trader at a variety of small to mid-tier brokerage firms and he worked for 18 years at two of the world’s largest asset managers, Franklin Resources and Barclays Global Investors (BGI). Andrew Winn served as the lead credit CDO Portfolio Manager coordinating with BGI's credit professionals in San Francisco, London, Canada, Tokyo and Australia, as well as the CDO analytics team. During the course of Andrew’s eight year career at BGI, he was BGI’s head of European credit with responsibility for over £20 billion in credit positions for sterling, euro and dollar global portfolios. Prior to joining BGI, Andrew was an investment grade bond and money market analyst and trader at Franklin Resources. Andrew holds a Masters in Business Administration from Santa Clara University and a B.S. in Business Administration from the University of California, Berkeley. Andrew is a CFA charterholder.

Disclosures

DAG Holdings Co is a holding company that does not provide investment advisory, brokerage, administrative, or insurance services to clients. DAG is not a law firm, does not provide legal or tax advice, and does not provide tax preparation services. Tax matters are handled through referrals to qualified independent tax professionals.

DAG Private Client services involve estate matters that require qualified independent counsel in the applicable jurisdiction. LLC formation, trust drafting, and estate planning services are provided in coordination with or by qualified independent legal counsel licensed in the applicable jurisdiction.

Asset protection structures, including Wyoming LLCs and trusts, do not guarantee protection against all claims, creditors, or losses. Outcomes depend on specific facts, jurisdiction, and applicable law.

Insurance products and services are offered through DAG Insurance or its affiliates.

Investment advisory services are offered exclusively through DAG Wealth, an SEC-Registered Investment Adviser (CRD No. 328627). Registration with the SEC does not imply a particular level of skill or training. Form ADV and Form CRS are available upon request or at www.adviserinfo.sec.gov.

Custody arrangements with third-party independent qualified custodians reduce certain risks but do not eliminate them.

Investing in digital assets involves risk, including the possible loss of principal. Digital assets are highly volatile and may not be suitable for all investors. Past performance is not indicative of future results.

Specific fee schedules, scope of engagement, conflicts of interest, and material business practices are disclosed in writing before engagement and in Form ADV Part 2A for the investment-advisory portion.

The information on this site is for general educational purposes and is not legal or tax advice.