Beck Bode Wealth Management Names New COO

by Beck Bode Beck Bode | January 4, 2018

Dan Kline brings over two decades of operations experience in high growth environments.

DEDHAM, MASSACHUSETTS, JANUARY 2, 2018 – Beck Bode Wealth Management today announced that Dan Kline is joining the firm as Chief Operating Officer. A seasoned operations expert, Dan will oversee all aspects of day-to-day management, including client services and the firm’s fast-growing recruitment arm.

Dan is an entrepreneurial, execution-driven business development and operations executive with deep experience in healthcare retail operations and software sales. He has a proven record of delivering growth, both top, and bottom line, and excels at iterating business models, scaling operations, and identifying and pursuing new market opportunities.

“We are thrilled to welcome Dan to our team,” said Benjamin Beck, Managing Partner and Chief Investment Officer. “His experience in high growth environments is directly translatable to our needs,” he added.

Previously, Dan spent thirteen years as the Business Manager and Chief Operations Officer at a Boston-based premier physical therapy provider, which he helped expand from a team of 20 in 6 locations to a team of 150 in 20 locations. He played a leading role in the company’s subsequent sale to a national physical therapy organization.

“Having Dan on board will help us to continue to elevate the quality of attention and service our clients –and team members – have come to associate with Beck Bode,” said Jim Bode, Managing Partner. “Dan understands our vision firsthand because he has been a client of our firm for many years,” he said. “It’s exciting to enlist his help in the evolution of our firm.”

About Beck Bode Wealth Management

Beck Bode serves wealth management clients with the highest standards of professional competency on a Fee-Only basis, and with an investment strategy that is intentionally designed to be fully transparent to its clients.  Beck Bode takes an active approach to investing, which means that each and every stock is carefully picked based on specific, time-tested criteria, leveraging insight from the industry’s most valued analysts about the future, not the past. For a potentially life-changing perspective on money and more information, contact us.

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