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 Vice President at Pitcairn Trust Company
- Account Manager at The AYCO Company
Education & Credentials
- BA, Siena College, cum laude
- JD, Albany Law School
- Admission, New York State Bar
Phone: 267.417.5215
