Dan Petty is chief information security officer of Altruist. He led the security team at Pave. Pave makes software that companies use to plan employee pay. A biography from that company names earlier work at PwC, Google, and Credit Karma. Independent advisers have his March 5, 2026, guide to cybersecurity a small firm can carry out.
Steps he wrote down for advisers
Altruist published the piece under his byline. It is written for independent investment advisers who also handle planning, compliance, and the work of running a firm. He treats cybersecurity as one more job most of them did not train for, and he stays with steps a firm can take: know where sensitive data sits, turn on multi-factor authentication, limit who can reach which system, encrypt laptops, and write down who to call in an incident. "Phishing remains one of the most common cyber threats for advisory firms," he wrote.
What the Pave biography lists
Equilar reproduces that Pave biography and dates the source to December 10, 2025. It gives him a B.S. in information systems from Carnegie Mellon University and an M.Phil. in technology policy from Cambridge University.