As a Portfolio Administrator, Dan has primary responsibility for portfolio accounting, client service, and client reporting. Dan has developed particular expertise in automating workflows and creating operational efficiencies. He has played a key role in technology integration in our firm’s operations.
Dan has over two decades of experience in financial services, predominantly within private wealth management. Dan earned his M.B.A. in Business Administration at Point Park University. He holds the professional designation of Accredited Investment Fiduciary (AIF®).
Dan is slowly renovating every inch of his home in Millvale. Fortunately, in his free time, he enjoys home improvement projects!