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Biography

Dan is a Principal in the New York office and a member of the Cerity Partners OCIO Accounting and Operations Team. He assists with various fund accounting and financial operations tasks, including monthly client reporting and day-to-day trade activities.

Prior to joining Cerity Partners, Dan applied his expertise in a similar capacity as a Director at Agility. Before Agility, he was a graduate student at Kogod School of Business in Washington, D.C., where he was the Fund Manager of the Student Managed Investment Fund and a finance teaching assistant.

Outside of the office, Dan enjoys theatre, music, and spending time with his beagle, Zoey.

Learn more about Cerity Partners OCIO.

Education

  • B.A. in Finance from Muhlenberg College in Allentown, PA (Summa Cum Laude)
  • M.S. in Finance from American University

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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.