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.