Client Advisory

Biography

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.

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)

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By clicking “Submit”, 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.