Dan Brady

Hi there 👋🏼 I'm Dan, an experienced professional with over 25 years in institutional trading and investing. My expertise lies in investment allocations, helping clients overcome financial challenges, and understanding their unique needs.

As a financial advisor, I prioritize building strong, trusting relationships through empathy, open dialogue, and a deep connection. Regardless of financial standing, I am dedicated to assisting clients in achieving their goals. Let's embark on this journey together!

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Rye, New York

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How DAN works with clients
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As a financial advisor, I prioritize building strong, trusting relationships through empathy, open dialogue, and a deep connection.

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How can I help?

Investment Management

Strategic, data-driven investing for ambitious results.
End-to-end investment management including a focus on environmental, social, and governance (ESG) investing. My specialty is in helping clients invest in companies that align with their values, while still seeking to generate strong returns.
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Financial Planning & Analysis

Take control of your financial future
Personalized wealth management helps our clients grow and protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
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Post-Divorce Planning

Prepare yourself for your financial journey and navigate towards a life that you may not have even imagined possible after divorce.

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Let’s achieve
greatness together

My passion is helping people achieve their financial goals. I believe that everyone has the potential to grow and protect their wealth, no matter their background or starting point.

My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.

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Get to know Dan

Dan brings 25+ years of experience in financial services together with a wide depth of financial acumen and differentiated perspective given his prior experience as both an institutional trader and sales trader. This background enables him to help guide clients through the full spectrum of financial concerns. Having invested through the bull and bear markets, he understands the importance of the big picture and that times of uncertainty can often be times of opportunity. In today's environment of economic and political uncertainty, clients need a financial compass - an experienced and trusted advisor who can help them navigate toward their financial futures with greater confidence.

Dan works with a broad spectrum of clients, including professionals, private equity executives, small business owners, and other successful individuals and families. While each client has their own unique financial goals, they all have one thing in common: appreciating the value of advice from a trusted, experienced advisor who has been through decades of boom and bust cycles.

He currently lives in Rye, New York, with his wife, Christine, and their four children, Ella, Logan, Connor, and Charlie.

Connect with Dan:

Schedule a call today
Send an email

Book a 30-minute introductory call with Dan.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.

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Schedule a call today