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 35 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 eliminated the needs of 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 to in order to provide a highly customized experience.  Don 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

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager