About Daniel
Daniel (Dan) provides comprehensive wealth management advice to high-net-worth individuals and families. Dan and the Long Island team specialize in advising business owners on exit planning by helping prepare owners, their businesses, and their families for success during and after the transition. Services include investment management, tax planning, multi-generational gifting and wealth transfers, family wealth education, family governance, philanthropic advice, and business management.
Dan grew up in Rhode Island but now resides on Long Island with his growing family. In his spare time, he enjoys playing basketball and volleyball and traveling.
Education and Professional Milestones
- SUNY Binghamton – bachelor’s degree in accounting
- Had also held financial services roles for Allied Wealth Partners and BNP Paribas Asset Management
Daniel (Dan) provides comprehensive wealth management advice to high-net-worth individuals and families. Dan and the Long Island team specialize in advising business owners on exit planning by helping prepare owners, their businesses, and their families for success during and after the transition. Services include investment management, tax planning, multi-generational gifting and wealth transfers, family wealth education, family governance, philanthropic advice, and business management.
Dan grew up in Rhode Island but now resides on Long Island with his growing family. In his spare time, he enjoys playing basketball and volleyball and traveling.
Education and Professional Milestones
- SUNY Binghamton – bachelor’s degree in accounting
- Had also held financial services roles for Allied Wealth Partners and BNP Paribas Asset Management