Daniel Kaller, CFA, ASA - Assistant Vice President

Mr. Kaller is an Assistant Vice President at MPI and is based in the firm’s Princeton, New Jersey office. Since joining MPI in 2021, Mr. Kaller has assisted in the determination of the value of closely held securities of companies across various industries, preparing documented valuation analyses for presentation to management, directors, and stockholders of client companies, as well as to attorneys, accountants, other fiduciaries, and the Internal Revenue Service. Mr. Kaller’s valuations have been used for estate and gift tax reporting, estate planning, corporate planning and restructuring, fairness opinions, the purchase and sale of minority and/or controlling ownership interests, restricted stock, and shareholder planning.

Mr. Kaller holds a Bachelor of Science in Finance, Cum Laude, from The College of New Jersey (2021). He is a CFA charter holder, a member of the CFA Society of New York, and is an Accredited Senior Appraiser in Business Valuation with the American Society of Appraisers.