Let's move forward. Together.

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.

Mountaintop

Daniel J. Shannahan

Vice President–Wealth Management

 

With over 36 years as a Financial Advisor, Dan’s focus is primarily on managing discretionary investment portfolios at UBS.  As a Portfolio Manager, Dan looks to help clients pursue their objectives by managing assets on a discretionary basis through defined models and personalized strategies.  These strategies can incorporate a variety of investment vehicles, both short term and long term.  Discretionary portfolio management eliminates the need for clients to be involved in the day-to-day investment decisions. Instead, Dan reallocates and adjusts portfolio holdings as necessary in response to changes in market conditions while maintaining regular communication with clients to address their changing needs.

Dan starts with a Strategic Wealth Assessment for each client in order to provide a highly customized experience.  Dan does this in partnership with client’s attorneys and tax advisors to help address all aspects of the planning process.  Additionally, Dan seeks to educate the next generation to assist with wealth transfers. 

1501 K Street NW
Suite 1100
Washington, DC 20005
  • (202) 654-6605

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

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Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

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