Dan joined MCM in 2016 upon graduating Fairleigh Dickinson University with bachelor’s degree in Business Administration.
In his time at MCM, Dan has become an investment adviser representative and a holder of Series 7 and 66 licenses. He has also attained insurance licenses for life, health and variable contracts. Dan has achieved the professional designations of CERTIFIED FINANCIAL PLANNER™ professional and Accredited Asset Management Specialist℠.
Dan serves in the position of Investment Consultant and is active in helping Mendham Capital Management clients with their investment advisory and financial planning needs. He is often the first point of contact for MCM clients. Dan is proficient with tools such as Raymond James Client Access, account aggregation software, and Goal Planning & Monitoring which empowers clients to take a modern and active approach to monitoring portfolios and tracking progress toward financial goals.
He chairs the Young Professionals Committee of the Morris County Chamber of Commerce. Through this committee, Dan cultivates relationships with other young professionals through networking, professional development, and community outreach projects. Dan is also a member of the Bond Club of New Jersey and the FDU Alumni Association.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with any organizations mentioned.