Client Advisory

Biography

Dan is a Partner based in Florida and works with individuals, families, and businesses to help them realize their financial goals. He has over twenty-five years of professional experience in financial services and brings a unique perspective to wealth management. His approach to managing wealth is driven by the specific needs of the client, and then implementing the appropriate investment strategy for that client. Dan believes in the fundamental principles of strong diversification, low-cost investing, and the idea that markets are best navigated with the avoidance of large losses. His process maintains a disciplined approach to investing that allows for diversified exposure across asset classes and provides flexibility to make changes when circumstances warrant.

Prior to joining Cerity Partners, Dan co-founded T2 Asset Management and served as a Managing Principal & Portfolio Manager. He was responsible for managing multiple investment models for advisors and high-net-worth individuals. His wealth management philosophy focused on integrating all forms of planning including cash flow analysis, tax planning, investment management, and estate preservation.

Prior to founding T2 Asset Management, Dan was a Vice President and Portfolio Specialist with Hartford Investment Management (HIMCO) and later with Transamerica Investment Management, where he was responsible for communicating the firm’s investment strategy and economic outlook to the financial community. He worked with the portfolio management team and communicated the investment process and specific strategies to clients and prospects. Dan spoke at numerous conferences and on panels regarding current economic conditions and their impact on the financial markets.

Prior to joining HIMCO, Dan was Vice President at Zurich Scudder Investments. As Vice President, he was a Fixed Income Portfolio Manager managing more than $1 billion in assets for endowments, foundations, pension plans, institutions, and high net worth individuals. In addition to his role as portfolio manager, Dan was a member of the Investment Policy Committee as the Taxable Fixed Income Strategist where he was responsible for establishing taxable fixed income allocations for Scudder’s Private Investment Counsel.

Before joining Scudder, Dan was a trader at Asset Allocation & Management where he traded structured assets, ABS, MBS, CMOs and other fixed income assets for insurance portfolios that totaled in excess of $4 billion under management.

Education

  • MBA in Finance, DePaul University

Highlights

  • CFA® charterholder
  • Member of the CFA Institute
  • Member of the CFA Society of Chicago

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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.