Daniel M. Kerrigan, CFA - President

Daniel M. Kerrigan, CFA

Dan serves as President of MPI 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.  

Education

  • The Wharton School, University of Pennsylvania - M.B.A.
  • The College of New Jersey - B.S.

Affiliations

  • CFA® Charterholder
  • New York Society of Security Analysts – Member
  • Series 79: Investment Banking Representative