Our Team - SEFO Holdings

OUR TEAM

Daniel Hill, CTP

President & Chief
Investment Officer

MBA, Booth School of Business, University of Chicago
BS, Business Economics & Public Policy, Kelley School of Business, Indiana University
Certified Treasury Professional

Dan is President and Chief Investment Officer of SEFO, where he leads the firm’s investment strategy, including asset allocation, manager selection, and portfolio construction. He also oversees the family office’s full range of operations—cash and wealth management, investment execution, tax and estate planning, and team development—ensuring disciplined capital allocation and long-term wealth preservation.

Prior to founding SEFO, Dan was a Senior Investment Director at Cambridge Associates, advising global families and institutions on multi-asset portfolio construction and risk management. Earlier in his career, he served as Treasury Manager for a nonprofit organization where he led liquidity strategy and managed a prominent endowment.

Outside of his professional responsibilities, Dan guest lectures at his alma maters on personal finance, career development, and institutional investing. He also serves on the Indiana University Auditorium Alumni Board, where he supports the theatrical arts and helped establish an endowed scholarship fund. In his spare time, he enjoys snowboarding, golf, and chess.

John Pfister

Investment Director

BA, Business & Economics, St. Lawrence University

John is an Investment Director at SEFO, where he leads investment research and due diligence across both public and private markets, and directs portfolio construction, asset allocation strategy, and risk management. He also works closely with the firm’s CIO on all investment related operations and firm management.

Prior to SEFO, John was an Investment Associate & Team Lead at Cambridge Associates, advising private families and institutions on multi-asset portfolios and private equity carveouts. He specialized in conducting in-depth portfolio & investment analysis, as well as manager due diligence across a wide range of alternative asset classes.

Outside of work, John is an avid runner who enjoys fitness, golf, playing cards, and has a strong passion for music.

Sherry White

Client Service and Operations Director

Brianna Sullivan

Administrative Coordinator