Wei Wang, CFA, CFP®
Managing Partner
Wei is the Co-Founder and lead portfolio manager of Triple Summit Advisors, LLC. Wei brings over 18 years of security selection, portfolio construction, and risk management experiences in the investment industry. Prior to Triple Summit, Wei was a senior investment analyst with Regiment Capital Advisors in Boston, MA, where he analyzed and sourced investment ideas in high yield bonds, levered loans, distressed debt, and special situation equities. Prior to that, Wei worked as a Senior Analyst in the Asset Allocation team of Grantham, Mayo, Von Otterloo & Co. LLC. Wei graduated cum laude from Harvard University with a Bachelor of Arts in Applied Mathematics, a Master of Arts in Statistics, and a Language Citation in Literary Chinese.
Wei resides just outside of Boston, MA with his wife and two kids. In his free time, Wei enjoys table shuffleboard, billiards, swimming, and reading science fiction.
Favorite Investor: Joel Greenblatt
Favorite Investing Book: You Can Be A Stock Market Genius
Favorite Non-Investing Book: The Adventures and Misadventures of Maqroll
Favorite “Get Pumped Up” Song: The Ecstasy of Gold by Ennio Morricone
Dan Kanivas, CFA, CFP®
Managing Partner
Dan is the Co-Founder and a portfolio manager of Triple Summit Advisors, LLC. Dan brings institutional asset management, wealth management, and client service experience to the team. Prior to Triple Summit, Dan worked in business development and operations at Zipline, a venture-backed robotics startup. Previously, Dan worked as an investment associate at Prudential Capital Group, where he conducted credit analysis and portfolio management for a multi-billion dollar portfolio of investment grade, high-yield, and mezzanine debt. Dan also served as a field artillery officer in the U.S. Army, with overseas service in Iraq and Korea. Dan graduated cum laude from Harvard University with a Bachelor of Arts in Economics and holds a Master of Business Administration from the University of California, Berkeley.
Dan lives in the Seattle Area with his wife, two daughters, and their lively Yorkie, Casey. In his free time, Dan enjoys running, cooking, learning foreign languages, and volunteering for veterans’ causes.
Favorite Investor: Charlie Munger
Favorite Investing Book: Poor Charlie’s Almanack