$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Financial Advisor
Helping individuals and families accomplish their financial goals is paramount in all that Dan does. Since joining UBS in 2016, Dan has helped hundreds of families develop customized and comprehensive strategies in order to achieve what matters most in life. His approach focuses on education, and helps to make decisions with you – not for you. Dan integrates his financial planning expertise with investment management solutions to ensure a complete wealth management experience.
Prior to joining UBS, Dan worked as a Hedge Fund Specialist with JP Morgan in Boston, MA. He has a B.S. in Finance from The Pennsylvania State University. Dan is a CERTIFIED FINANCIAL PLANNER™, and holds Series 7 and 66 securities licenses, as well as life, accident, and health insurance licenses. Dan currently lives in Shadyside.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Financial Advisor
Helping individuals and families accomplish their financial goals is paramount in all that Dan does. Since joining UBS in 2016, Dan has helped hundreds of families develop customized and comprehensive strategies in order to achieve what matters most in life. His approach focuses on education, and helps to make decisions with you – not for you. Dan integrates his financial planning expertise with investment management solutions to ensure a complete wealth management experience.
Prior to joining UBS, Dan worked as a Hedge Fund Specialist with JP Morgan in Boston, MA. He has a B.S. in Finance from The Pennsylvania State University. Dan is a CERTIFIED FINANCIAL PLANNER™, and holds Series 7 and 66 securities licenses, as well as life, accident, and health insurance licenses. Dan currently lives in Shadyside.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Managing Director–Wealth Management
Financial Advisor
Associate Director
Team Administrator
Registered Client Associate
Managing Director–Wealth Management
Financial Advisor
Associate Director
Team Administrator
Registered Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Is your portfolio ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
