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Biography

Dan is a Principal in the Saratoga Springs, NY office. He supports an advisory team to provide Family Office services to ultra-high net worth clients. His experience includes investment management, generational wealth planning, estate and income tax planning, philanthropy, cash flow planning, and risk management. 

Prior to joining Cerity Partners, Dan worked as a Vice President of Financial Counseling at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. His previous experience includes Regional Tax Director, Senior Financial Planner, Financial Planner and Tax Reviewer at Ayco, a Goldman Sachs Company. Additionally, he served as an Associate at Rutnik, Matt and Corr P.C., Regional Controller at The Wellbridge Company, Associate at Cusack & Company and Staff Accountant at Staff Maikels & Ciampino. 

Learn more about my practice.

Education

  • B.S. from Russell Sage College

Highlights

  • Certified Public Accountant (CPA)

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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.