LEADERSHIP

Dan Overbey | CEO
Private Wealth Alliance

Biography

Private Wealth Alliance launched as the holding company for Atlantic Capital Advisors and affiliate companies – Atlantic Insurance Group and Atlantic Tax Services.  The independent wealth advisory firm was created following a spin-off from BankUnited where Overbey had served as Executive Vice President and CEO of BankUnited Investment Services.

With 25 years of leadership experience across regional and super community banks, Dan’s expertise spans a spectrum of retail, private and commercial banking, and wealth management. Overbey served on the Advisory Board for Atlanta-based Stillpoint Family Office.

Dan was a founding Board Member of the Bank Insurance & Securities Association (BISA), the largest industry association comprised of financial institutions engaged in the securities, insurance, and wealth management. For over 15 years, Dan served BISA in leadership roles as past President and officer. Today, he is an Emeritus Director for the Washington D.C. based association.  

Overbey graduated from The University of Memphis, Fogelman College of Business and completed executive leadership programs at Vanderbilt University’s Owen School of Management and at The University of Chicago Booth School of Business.

Active in the community, Dan served as the past Board Chairman for Fort Lauderdale-based Children’s Diagnostic and Boys Town of South Florida which is based in West Palm Beach. He is also an active supporter of St. Jude Children’s Hospital in Memphis and Abandoned Pet Rescue in Fort Lauderdale.

Credentials, Licenses & Designations

General Securities Principal: Series 24
General Securities Representative Series 7
Investment Advisory Representative: Series 65
FINRA Industry Non-Public Arbitrator