Before transitioning to the financial services industry, Dan gained valuable experience in restaurant management and retail banking. His dedication to maintaining high standards of client service is evident in his responsive and organized approach. Dan ensures that client inquiries are addressed promptly and thoroughly, always prioritizing their needs.
As a member of an eight-person team of financial professionals, Dan is responsible for executing trades for client accounts and assisting in the management of approximately half a billion dollars in assets+. He conducts research on individual stocks and macroeconomic trends to support the team’s portfolio management efforts. Under the mentorship of the senior partners, Dan is committed to efficiently preserving and growing clients’ assets.
Originally from Pittsburgh, Pennsylvania, Dan now resides in Williamsburg, Virginia, with his wife and two cats. He has volunteered previously with the Four Diamonds Foundation* to support children and families impacted by childhood cancer. In his free time, Dan enjoys reading, playing golf, hunting, and fishing.
+Total Client Assets as of October 31, 2024
Raymond James is not affiliated with the above organizations and/or charitable causes.