
Dan joined the firm’s Philadelphia office in 2017 as a managing director. Previously a managing director with the Threshold Group, Dan specializes in managing high-performing teams and delivering quality integrated wealth advisory services to ultra-high net worth families. Having advised wealthy families for most of his career, many of his client relationships span more than twenty years, a reflection of Dan’s focus on high standards of client service. Previous Experience Managing Director at the Threshold Group Managing Director at Convergent Wealth Advisors Founder and CEO at Copper Beech Advisors LLC Senior Vice President/Senior Relationship Manager at U.S. Trust Company Executive…
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