In his role as a Managing Advisor, Dan leads a team of advisors who help clients achieve their financial objectives through comprehensive investment management and financial planning. He also works with many clients on all aspects of services provided by the firm.

Dan is a member of the Altfest Executive Wealth Management Group and has a specialty in executive compensation, including stock options and deferred compensation.

Prior to joining Altfest in 2013, Dan started his wealth management career in 2007 at AMG National Trust Bank, where he was involved in cash-flow, tax and retirement planning for high-net-worth clients.

Dan graduated from Villanova University with a BS in Business Administration with a concentration in finance. He also completed the Financial Planning Program at Fairleigh Dickinson University. Dan is a CFP® professional and a member of the National Association of Personal Financial Advisors (NAPFA), serving on the group’s Programming Committee.

Dan is an avid golfer, and enjoys playing softball and skiing.