With over two decades experience advising wealthy families, family offices and institutional investors, Dan brings a differentiated perspective to help individuals and families navigate their financial lives. At 1792 Wealth Advisors, Dan focuses on providing holistic financial planning and investment strategies personalized to the specific needs and goals of the individual or family.
Prior to joining 1792 Wealth Advisors, Dan was a partner at the Entrepreneurs Group at UBS Private Wealth Management. He advised a wide range of the sophisticated clients delivering the service and expertise that substantial wealth demands. Before this, Dan spent 15 years at leading investment banks advising chief investment officers and portfolio managers at institutional investment firms, hedge funds and family offices on asset allocation and security selection. He also worked with private and public company executives with regards to capital raisings.
Dan graduated from College of the Holy Cross as did his wife, Patti. After graduation, Dan and his wife participated in the Jesuit Volunteer Corp from 1993 - 95 working with at-risk populations in Oakland and Sacramento, CA. Dan is a founding member of the Cristo Rey High School in New York City and active in food pantry & food rescue organizations in Morris County NJ. Dan is also a HC 1993 class chair and co-founder of the Holy Cross Entrepreneurs Group. Dan and his wife reside in Chatham, NJ with their four children.
Raymond James is not affiliated with the above organizations and/or charitable causes.