| Dan Kerrigan serves as President of Management Planning, Inc. and is responsible for leading and managing all areas of MPI’s services. He continues to be actively involved in client engagements and oversees MPI’s litigation services, corporate advisory and M&A practice. Since 1999, Dan’s work has been used by MPI clients to assess potential liquidity options, effect corporate restructuring, create new classes of equity, maintain compliance with Employee Stock Ownership Plans and other ERISA plans, and effect intra-family ownership transfers, among others. Dan has appeared as an expert witness in U.S. Tax Court and in other proceedings. He has extensive experience in a wide range of industries, including food and beverage, business services, financial institutions, consumer products, manufacturing, distribution and publishing.
Dan is a member of the Board of Directors of Management Planning, Inc. and MPI Securities, Inc., a FINRA-registered broker-dealer.
Dan received his B.S. from The College of New Jersey and his M.B.A. from The Wharton School, University of Pennsylvania. He is a CFA® Charterholder, a member of the New York Society of Security Analysts, and is licensed as a Series 79 Investment Banking Representative. |  |