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Biography

Dan is a Partner 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.

Learn more about Cerity Partners Family Office.

Education

  • B.S. in Business Economics from Lehigh University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Co-Chair of the American Foundation for Suicide Prevention Out of the Darkness Community Walk (Hoboken, NJ Chapter)

Latest Insights

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Dan Donofrio

Partner

Individuals and Families

How High-Net-Worth Families Pay for College

High-net-worth families can often afford college outright, but thoughtful planning turns tuition into a strategic opportunity. From 529 plans and trusts to insurance and gifting strategies, discover how education funding can also support tax, estate, and legacy goals.

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Dustin Ribergaard

Principal & Client Experience Director

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Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

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James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.