About
Daniel
Daniel (Dan) provides comprehensive wealth management advice to high-net-worth individuals and families. He works closely with clients to navigate complex financial decisions and develop coordinated strategies across investment management, tax and estate planning, multigenerational wealth transfer, philanthropy, and family governance. Dan takes a holistic approach to each client’s financial life, helping families align their investment portfolios and planning strategies with their long-term goals and priorities.
Dan also advises business owners and executives on the financial considerations surrounding significant transitions, including liquidity events and other changes in personal or professional circumstances.
Dan previously held financial services roles with Allied Wealth Partners and BNP Paribas Asset Management.
Dan grew up in Rhode Island and now resides on Long Island with his wife and three daughters. In his non-existent spare time, he enjoys staying active and traveling.
Education and Professional Milestones
-State University of New York (SUNY) Binghamton - bachelor’s degree in accounting
Daniel (Dan) provides comprehensive wealth management advice to high-net-worth individuals and families. He works closely with clients to navigate complex financial decisions and develop coordinated strategies across investment management, tax and estate planning, multigenerational wealth transfer, philanthropy, and family governance. Dan takes a holistic approach to each client’s financial life, helping families align their investment portfolios and planning strategies with their long-term goals and priorities.
Dan also advises business owners and executives on the financial considerations surrounding significant transitions, including liquidity events and other changes in personal or professional circumstances.
Dan previously held financial services roles with Allied Wealth Partners and BNP Paribas Asset Management.
Dan grew up in Rhode Island and now resides on Long Island with his wife and three daughters. In his non-existent spare time, he enjoys staying active and traveling.
Education and Professional Milestones
-State University of New York (SUNY) Binghamton - bachelor’s degree in accounting