Dan Kraus, CFA, CPA/PFS
Managing Partner, Chief Investment Officer
Dan believes money and investments are only important if it helps individuals and families live their best possible lives and achieve their goals. That’s why he believes goal-oriented investing and financial planning, the intersection of life and money, is the only way to truly succeed. Money and investments serve us best when they support and facilitate family relationships, personal well-being, health, purpose and legacy.
Prior to joining Undivided Wealth, Dan was the Assistant Treasurer and primary Investment Officer of Anheuser-Busch. In addition to mergers, acquisitions and global cash management, he managed the retirement plans and charitable foundation with investments totaling over $5 billion. Dan is also a CPA, though not currently practicing, and a member of the American Institute of Certified Public Accountants.
Dan holds the Chartered Financial Analyst (CFA) designation. He received a B.A. in Accounting from the University of Missouri-Columbia and an M.B.A. from the University of Missouri-St. Louis. Dan applies his training and institutional investment experience to help clients live their best possible lives and achieve their goals.
Dan and his wife, Katy, live in Chesterfield. They have three grown children and three grandchildren. Together, they support many charitable organizations in the Saint Louis area.