Dan is a Principal in the firm’s Retirement Plan Services Group. He has more than 40 years of experience assisting pension plans, endowments, foundations, and other institutions address their unique financial needs and investment goals.
Dan started his career as a financial planner in Central New Jersey and worked as a Trust Officer. He earned his Certified Financial Planning designation and operated his own financial planning and investment management firm for over twenty years. Most recently Dan’s role as a Lead Planner for Ernst & Young required a variety of engagement responsibilities.
Dan received an Economics Degree from Rutgers University.
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