The last 35 years of Dan’s career in finance gave him a unique insight into the entire financial process. He has worked with a broad range of clients from ultra-high net worth business owners to wealthy government officials and sophisticated defined benefit pension boards. The goals of each are surprisingly similar.
Investors want to feel secure in the knowledge that they have done everything within their power to achieve an excellent rate of return at a reasonable level of risk. Knowledge and experience are key elements that are highly desirable to these clients and colleagues.
Dan helps produce real results in real dollars. In situations where "average" is unacceptable, he believes that the best way to accomplish this is through a product agnostic approach that is solely focused on outcomes.
Registered Representative of Park Avenue Securities and Financial Representative of Guardian.