Dan Lemaitre
Exit Planning Specialist
Dan Lemaitre brings over three decades of healthcare industry leadership and financial expertise to his role as Exit Planning Specialist at Park City Wealth Advisors. In this capacity, he guides business owners through strategic transitions, whether they’re considering a company sale or exploring opportunities to take their business private. His unique perspective comes from extensive experience on both the operational and financial sides of the healthcare industry.
Most recently, Dan served as Chairman and CEO of BlueWind Medical, where he led the company’s development of groundbreaking neuromodulation therapy for overactive bladder treatment. His corporate leadership experience also includes serving as President and Chief Executive Officer of CoreValve, a pioneer in percutaneous aortic valve replacement, which he successfully guided to acquisition by Medtronic in 2009.
As Senior Vice President at Medtronic from 2005 to 2008, Dan spearheaded the company’s strategic planning and corporate development initiatives. His deep understanding of the medical device industry is further evidenced by his ongoing board membership at Globus Medical, where he has served for more than a decade.
Before transitioning to executive leadership, Dan spent 28 years as a distinguished investment analyst specializing in medical devices. This included 18 years as a managing director at SG Cowen, where he led the healthcare research team, and six years with Merrill Lynch. This wealth of experience in both corporate leadership and financial analysis uniquely positions him to provide comprehensive guidance to clients navigating complex business transitions.
Meet Park City Wealth
Our team is the heartbeat of our firm, upholding our philosophies & ensuring that each of our clients are treated to the highest standards of service. We know our clients aim is to reach financial independence; we guide them with the right direction & proper tools so they can reach that independence.
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Morgan LemaitreOwner & Founder
Morgan Lemaitre, CFP®
Founder, CEO
Morgan Lemaitre, CFP®, founder and owner of Park City Wealth Advisors, boasts over a decade in the financial services industry, however her background goes beyond that. From competitively figure skating on behalf of Team USA to cooking for the King of Thailand on his 80th birthday, Morgan understands life is about absorbing as much knowledge and as many experiences as possible. She brings that same perspective to Park City Wealth Advisors, where she says, “I want my clients to look at each open door as an opportunity to take the next step and see what the other side has to offer.” Click below to learn more about Morgan and Park City Wealth Advisors.
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