Dan is a Wealth Advisor at The Colony Group, providing comprehensive wealth management advice to high-net-worth individuals and families. Dan and the Long Island team specialize in advising business owners on exit planning by helping prepare owners, their businesses, and their families for success during and after the transition. Services include investment management, tax planning, multi-generational gifting and wealth transfers, family wealth education, family governance, philanthropic advice and business management.
Prior to joining The Colony Group, Dan worked as an Investment Specialist at Allied Wealth Partners, where he managed portfolios and developed financial planning solutions for individuals. Dan also worked at BNP Paribas Asset Management where he helped large institutional clients with their fixed-income investments and currency risk management needs.
Dan earned a Bachelor of Science in Accounting from SUNY Binghamton and holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional.
Dan grew up in Rhode Island but now resides on Long Island with his growing family. In his spare time, he enjoys playing basketball and volleyball and traveling.
The Colony Group congratulates the following Colony Group colleagues on obtaining the Certified Exit Planning Advisor (CEPA) credential. The Colony Group’s new CEPAs are: 1. Max Haspel, CEPA®, Managing...