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

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