Dan is an Associate Wealth Advisor at The Colony Group. He supports a team of financial counselors providing a wide range of wealth management and investment advisory services to high net worth individuals and families.
Prior to joining The Colony Group, Dan worked at PNC Wealth Management where he performed financial planning and analysis as part of a comprehensive wealth management offering. He holds the CERTIFIED FINANCIAL PLANNER™ designation. Dan earned his Bachelor of Science in Business & Economics from Lehigh University. In his spare time, he enjoys spending time with family and friends, staying active and is an avid New York area sports fan.