Summary
Overview
Work History
Education
Skills
Certification
Timeline
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DANIEL W. HINCKLE

Villanova,PA

Summary

Accomplished Financial Services Sales Executive with 20 years of experience specializing in driving asset growth and fostering client relationships. Demonstrated proficiency in investment strategy sales, territory expansion, and effective relationship management. Skilled public speaker and sales presenter known for consistently closing deals and seamlessly onboarding new partnerships.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Lead RIA Relationship Manager

iCapital
01.2022 - Current
  • Drive engagement within the RIA community across the Mid-Atlantic/Northeast/Mid West/Western regions, leveraging deep + 15yr territory management and relationships.
  • Support education, due diligence, positioning, and onboarding of private market asset classes, including private credit, private equity, real assets and structured investments.
  • Continually onboard and close new RIA relationships, thereby strengthening iCapital's distribution presence.
  • Cross-sell structured investments and additional iCapital verticals to deepen client relationships.
  • Secured +200m platform/allocation wins with firms including Concurrent (FL), Onyx Bridge (NY), Alesco (NY), NorthEast Financial (PA), Premier Path (NJ), Amplus Wealth Advisors (P); Fairman Group (PA); Savvy (NY) and many others.

National Sales

Wildermuth Wealth
09.2017 - 01.2022
  • Led distribution and messaging strategies across national RIAs, TAMPS, Broker-Dealers, and Bank Trusts.
  • Expanded firm’s presence nationally, onboarding funds/SMAs onto platforms and creating strategic growth territories.
  • Spearheaded marketing efforts through quarterly email campaigns, webinars, and national industry conferences.
  • Grew assets under management from $50M to $200M in 30 months.
  • Secured platform/allocation wins at Vestmark (MA), Sawtooth (MN), Fidelity (CA), OCR Clearing (NE), and other key firms.

Director

Penn Capital
08.2016 - 09.2017
  • Developed relationships with RIAs, Bank Trusts, across Mid-Atlantic/Northeast territories.
  • Refined firm messaging, educated marketing teams, and enhanced client outreach.
  • Led onboarding of institutional share classes onto major platforms, including TD and World Equity Advisors.
  • Secured allocation wins with Pennsylvania Capital Management (PA), MacDougall Financial (PA), and Burton Wealth (MD).
  • Led RIA teams in overall sales of $150m

Regional Manager

BPV Capital Management
03.2015 - 09.2016
  • Launched and distributed mutual funds across RIAs, Broker-Dealers, TAMPS, and Private Banks.
  • Established key relationships to drive adoption of CITs, mutual funds, 401(k) plans, and SMAs.
  • Selected Achievements:
  • Generated $100M+ in sales, contributing to $545M in new mutual fund/SMA assets.
  • Ranked #1 RVP in total sales for 2015.
  • Led allocation wins with UBS Institutional Consulting Group, Meyer Capital (NJ), and MK Wealth (NJ).

Senior Vice President

Deutsche Asset Management
12.2007 - 03.2015
  • Developed and executed a sales model for distributing active, passive, and alternative solutions to RIAs and Bank Trusts within the Northeast/Mid-Atlantic regions.
  • Identified market inefficiencies within capital markets and created crossover sales opportunities.
  • Facilitated annual due diligence meetings and collaborated across teams to generate new sales.
  • Achieved 100%+ of sales targets multiple years, including $450M in combined active/passive sales in 2014.
  • Ranked #1 in ETF sales in 2014 with $250M.
  • Secured allocation wins with Fortigent (VA), Clark Capital (PA), McGladrey (VA), and Zeke Capital (PA).

Regional Sales Manager

Planco/The Hartford
08.2005 - 12.2007
  • Managed distribution of Hartford annuity products across broker-dealer and Edward Jones channels in Michigan.
  • Expanded advisor participation by 130%, driving first-time annuity sales.
  • Achieved 100% of sales goal in 2006.
  • Ranked #1 in division total sales for 2007.

Education

Bachelor of Arts & Science - undefined

Loyola University
New Orleans, LA

Master of Arts & Science - undefined

Temple University
Philadelphia, PA

Skills

  • Investment Sales & Business Development
  • RIA, Broker-Dealer, & Institutional Relationship Management
  • Alternative Investments & Private Markets
  • Asset Raising & Fund Distribution
  • Strategic Territory Growth & Market Expansion
  • Public Speaking & Sales Presentations

Certification

  • FINRA Series 7 & 63 (Active)
  • Life Insurance License (Active)
  • CAIA Certification
  • 2026 CAIA I Candidate

Timeline

Lead RIA Relationship Manager

iCapital
01.2022 - Current

National Sales

Wildermuth Wealth
09.2017 - 01.2022

Director

Penn Capital
08.2016 - 09.2017

Regional Manager

BPV Capital Management
03.2015 - 09.2016

Senior Vice President

Deutsche Asset Management
12.2007 - 03.2015

Regional Sales Manager

Planco/The Hartford
08.2005 - 12.2007

Bachelor of Arts & Science - undefined

Loyola University

Master of Arts & Science - undefined

Temple University

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DANIEL W. HINCKLE