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Biography

Dan is a Senior Principal & Wealth Advisor in the Saratoga Springs, NY office. Working with individuals, families, corporate executives, and business owners, he offers holistic financial planning tailored to each individual client’s needs. He advises clients on all aspects of their financial lives, including investments, estate and income tax planning, compensation and benefits, insurance, and charitable giving. 

Prior to joining Cerity Partners, Dan worked as a Senior Vice President of Financial Counseling at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York.  Earlier in his career he served as a Director in the Family Office at Ayco, a Goldman Sachs Company, and as a Senior Associate at PricewaterhouseCoopers, LLC. 

Learn more about my practice.

Education

  • B.S. in Accounting from the University at Albany

Highlights

  • Certified Public Accountant (CPA)

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.