Dan Plettner invests and receives income for securities research, including “buy-side” research. Dan licenses his own real time trading data to Covestor Ltd. (“Covestor”). Covestor is a Registered Investment Advisor that uses Dan Plettner's data to create models for its clients: http://covestor.com/dan-plettner/long-short-opportunistic http://covestor.com/dan-plettner/core http://covestor.com/dan-plettner/taxadv http://covestor.com/dan-plettner/taxable-income Dan is not a registered investment advisor. Inquiries must be directed to Covestor Investment Management Client Services by phone (877)873.8830 or e-mail: firstname.lastname@example.org Dan focuses his qualitative investigative research methods on Closed-End Funds and other underfollowed securities. His efforts seek to identify potential valuation changes which are unanticipated by median market participants. He believes readily available “quantitative research” is of minimal value for achieving outsized returns within any particular investing style. Dan Plettner was born in 1975 and has been investing since his teen years. After completing his undergraduate degree Magna Cum Laude from Miami University (Oxford, Ohio), he won the “NSD award” as a retail Financial Advisor at Morgan Stanley Dean Witter. Dan relocated to Morgan Stanley’s International Headquarters in Manhattan where he served as a Closed-End Fund Product Specialist until 2000 and then attained his MBA from New York University.