Daniel Gleason
Compliance Officer at Valley Forge Private Equity, Inc.
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 Valley Forge Private Equity, Inc. (Valley Forge Private Equity) is a private equity subsidiary of Valley Forge Financial Group, Inc. founded in 2002 by Sean Maher and Michael J. Maher, Jr. The firm is headquartered in Audubon, Pennsylvania. | Compliance Officer | 30/11/2022 |
Former positions of Daniel Gleason
| Companies | Position | End |
|---|---|---|
| BANK OF NEW YORK MELLON CORPORATION (THE) | Corporate Officer/Principal | 30/11/2022 |
Training of Daniel Gleason
| Grand Canyon University | Masters Business Admin |
| Grove City College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| BANK OF NEW YORK MELLON CORPORATION (THE) | Finance |
| Private companies | 1 |
|---|---|
Valley Forge Private Equity, Inc.
Valley Forge Private Equity, Inc. Investment ManagersFinance Valley Forge Private Equity, Inc. (Valley Forge Private Equity) is a private equity subsidiary of Valley Forge Financial Group, Inc. founded in 2002 by Sean Maher and Michael J. Maher, Jr. The firm is headquartered in Audubon, Pennsylvania. | Finance |
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