Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
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Principal
Wall Street
Client Advisory
Dan is a Principal in the New York office, where he provides high-level service to clients in the areas of financial planning, investment management, tax and estate planning. He works to understand each client’s individual needs and the complexities of their financial lives to assist with thoughtful decision-making.
Prior to joining Cerity Partners, Dan served as a Vice President at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. Before AJ Wealth, he worked as a Wealth Advisor at The Colony Group, where he helped deliver a wide range of wealth management and investment advisory solutions to executives, entrepreneurs, high-net-worth individuals, and families.
Partner & Market Leader
Partner
Partner & Practice Leader
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Senior Associate
Senior Principal
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Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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