Daniel Bernstein

Daniel Bernstein is a seasoned finance professional with extensive experience in mezzanine debt, structured equity, and common/preferred equity investments for middle market businesses. Currently serving as Managing Director, Principal, and Vice President at Falcon Investment Advisors since June 2018, Daniel oversees sourcing, structuring, and monitoring investment opportunities. Prior to this role, Daniel was Associate Director at Hancock Capital Management, focusing on similar investment strategies. Experience also includes positions at Balance Point Capital Partners, L.P. as Senior Associate/Associate, and TD Bank as Senior Analyst in Corporate Banking. Daniel began a career in private equity during a spring internship at Capitol Partners, LLC. Daniel holds a Bachelor of Arts and an MBA in Finance and International Business from The George Washington University.