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$3.9 trillion
In invested assets globally
As of 12/31/2022
We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.
Senior Vice President–Wealth Management
Financial Advisor
Dan began his career at UBS in December 1999, joining the Rimmel Mehaffey Pessy Wealth Consulting Group in August 2000. Using over 20 years of experience, Dan advises high-net worth individuals and business owners on wealth accumulation, preservation, and transfer strategies. His focus on financial and retirement planning, asset allocation analysis, and investment manager selection provides his clients with a full-service and holistic approach to wealth management. Dan also advises qualified retirement plans on plan design and fund selection, working closely with employers to provide a critical benefit to their employees.
Dan was named a Senior Portfolio Manager in the UBS Portfolio Management Program, allowing him to offer personalized, discretionary investment management to his clients. He has also completed the UBS Wealth Advisor Program, which educates exceptional advisors on connecting clients with the vast resources available at UBS and beyond.
Dan earned a B.S. in Finance and Investment Management from Duquesne University in Pittsburgh, PA. He is actively involved with his alma mater, as well as the American Cancer Society and various youth sports. Dan is an avid golfer, and enjoys travel, golf course architecture, and spending time with friends and family. He lives in Pittsburgh with his wife and two daughters.
Personal & Community
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
Lets connect
Senior Vice President–Wealth Management
Financial Advisor
Dan began his career at UBS in December 1999, joining the Rimmel Mehaffey Pessy Wealth Consulting Group in August 2000. Using over 20 years of experience, Dan advises high-net worth individuals and business owners on wealth accumulation, preservation, and transfer strategies. His focus on financial and retirement planning, asset allocation analysis, and investment manager selection provides his clients with a full-service and holistic approach to wealth management. Dan also advises qualified retirement plans on plan design and fund selection, working closely with employers to provide a critical benefit to their employees.
Dan was named a Senior Portfolio Manager in the UBS Portfolio Management Program, allowing him to offer personalized, discretionary investment management to his clients. He has also completed the UBS Wealth Advisor Program, which educates exceptional advisors on connecting clients with the vast resources available at UBS and beyond.
Dan earned a B.S. in Finance and Investment Management from Duquesne University in Pittsburgh, PA. He is actively involved with his alma mater, as well as the American Cancer Society and various youth sports. Dan is an avid golfer, and enjoys travel, golf course architecture, and spending time with friends and family. He lives in Pittsburgh with his wife and two daughters.
Personal & Community
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
Lets connect
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
