Dan arrived at Mendham Capital in the spring of 2016 directly from the leafy confines of Fairleigh Dickinson University where he had just completed his Bachelor’s Degree in Business Administration.
In his time at MCM, he has become a registered investment advisor representative and holder of Series 7 and 66 licenses, as well as insurance licenses for life, health and variable contracts. He holds the professional designation of Accredited Asset Management SpecialistSM.
He is part of the Raymond James Advisory Mastery Program (AMP). AMP provides up and coming financial advisors with state of the art training for the opportunities and challenges ahead. It consists of distant learning and multiple visits to our Headquarters throughout the program.
Dan now serves in the position of Investment Consultant and is active in helping MCM clients with their investment advisory and financial planning needs.
Dan is often the first point of contact for MCM clients. He is proficient with tools such as Raymond James Investor Access and account aggregation software, which empower clients to monitor portfolios and track progress toward financial goals.
Dan is a lifelong resident of Randolph where he grew up with his parents, Dave and Mary, and his brother, Matt. When not in the office, Dan can be found at the golf course or at the gym, pursuing his passion for health and fitness. Dan now resides in Morristown and enjoys spending time with his many hometown and college friends.