As a Managing Director, Dan handles all aspects of personal financial planning and investment advisory services for an array of clients, including executives, attorneys, doctors, entrepreneurs, and small business owners.
Dan joined Clarfeld in 2003. A Certified Financial Planner, he is a member of the Clarfeld Management Committee and has been a resource for the Investment Policy Committee. A seasoned relationship manager, Dan has been referred to as a “mensch” by many of his clients, and takes great pride in the trust that accompanies that accolade.
Dan is involved in many philanthropic organizations, among them: the Children’s Hospital of Philadelphia, Literacy Solutions New York, Nyack Homeless Project, Cub Scouts of America, St. Francis Catholic Youth Organization, Clarkstown Soccer, and New City Little League.
Outside of work, he loves spending time with his wife, their two children and the family’s pet cockapoo.