Profile
Daniel joined VFPE in 2022.
As both Vice President of Operations and Chief Compliance Officer, Daniel’s responsibilities include partnership reporting, SEC compliance, and oversight of the firm’s accounting and finance functions.
Daniel formerly served as Vice President in the Financial Reporting Asset Servicing department at BNY Mellon where he gained knowledge in accounting, financial analysis, audit, and SEC compliance.
Daniel attended Grove City College where he earned a B.S.
in Finance from the GCC School of Business.
He also earned an M.B.A. from Grand Canyon University with a focus in Finance.
He and his wife, Caitlin, live in West Chester, PA with their two sons, Thomas and James.
Daniel Gleason active positions
| Companies | Position | Start |
|---|---|---|
Valley Forge Private Equity, Inc.
Valley Forge Private Equity, Inc. Investment ManagersFinance VFPE invests in lower middle market buyout funds located in the United States with revenues of USD 10 - 100 million and an EBITDA of USD 5 - 30 million. The firm focuses on a broad range of sectors and industries. It provides financing for real estate, buyout and growth stage capital requirements and also makes direct co-investments. | Compliance Officer | 01/12/2022 |
Former positions of Daniel Gleason
| Companies | Position | End |
|---|---|---|
| BANK OF NEW YORK MELLON CORPORATION (THE) | Corporate Officer/Principal | 01/12/2022 |
Training of Daniel Gleason
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
The Bank of New York Mellon Corp.
The Bank of New York Mellon Corp. Investment Banks/BrokersFinance Provides securities, investment and wealth management services | Finance |
Grand Canyon University
Grand Canyon University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Grove City College
Grove City College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Valley Forge Private Equity, Inc.
Valley Forge Private Equity, Inc. Investment ManagersFinance VFPE invests in lower middle market buyout funds located in the United States with revenues of USD 10 - 100 million and an EBITDA of USD 5 - 30 million. The firm focuses on a broad range of sectors and industries. It provides financing for real estate, buyout and growth stage capital requirements and also makes direct co-investments. | Finance |
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