Client and Corporate Services


Dan is a Senior Associate 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.


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

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