Dan Kline

Chief Operating Officer

I am thrilled to be a part of the Twelve Points team and help us continue on our mission to bring world class advice and service to our clients.

With over 20 years of experience in an operations role, Dan Kline joins Twelve Points as Chief Operating Officer. Prior to joining Twelve Points, Dan spent five years helping to expand and grow an investment firm here in Massachusetts. Prior to that, he spent years helping build Sports and Physical Therapy into a 20-clinic business before selling to ATI Physical Therapy in 2015. Dan received his Bachelor of Science in Business Administration from Northeastern University.

As Chief Operating Officer at Twelve Points, Dan’s role is described as an “integrator,” bringing together in a seamless manner, the key operations of the company. When asked what he most enjoyed about working at Twelve Points, Dan responded, “Twelve Points is all about the people and the mission. We have an amazing opportunity to help our clients plan and fund the lives they dream. “

Dan’s first love is his wife Norine and daughters Caitlyn and Sarah. Outside of work, Dan participates actively with the Westborough Appalachia Service Project team. He has been a member of this group for six years and will be making his 4th trip to Appalachia this summer. Dan considers this group to be his second family, and the relationships they build together and with the families they assist are life changing. Dan finds time to exercise daily and loves to play frisbee golf or a game of pickleball.

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