What he does
Dan draws on over 25 years of experience in the financial services industry to provide advice and leadership across a variety of complex financial topics. He oversees strategic wealth planning designed to offer solutions for each area of a client’s needs: financial and estate planning strategies, portfolio management, business and succession planning, credit and lending, insurance and charitable giving.
Who he serves
Business owners, entrepreneurs, and families have turned to him for financial planning and insight. Dan advises a highly concentrated number of families and businesses that focus primarily on planning, inter-generational wealth transfer, tax mitigation, growth and preservation of capital.
Outside the office
Dan is active in various local and national non-profit organizations and currently sits on the board of the New England Chapter of the Friends of the Israeli Defense Force. He is a former board member of the Anti-Defamation League and AIPAC.
Dan is a former mentor in the American Corporate Partners program that connects post-9/11 veterans (Protégés) with corporate professionals (Mentors) for customized mentorships. ACP assists veterans on their path towards fulfilling, long-term careers, whether the veteran is job searching or newly employed.
Dan has participated as a rider in the Pan Mass Challenge for twelve years and has been a fundraiser for cancer research at the Dana Farber Cancer Research Center.
Dan lives in Weston with his wife Jamie, and his kids Josh, Max, Isla and Walter. In his spare time he enjoys biking, fishing in his backyard pond, Nantucket and Alaska, and playing golf when he can.
Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.
Insurance products are made available by UBS Financial Services Insurance Agency Inc. or other insurance licensed subsidiaries of UBS Financial Services Inc. through third-party unaffiliated insurance companies.
Credit Lines including credit cards are securities backed loans provided by UBS Bank USA, an affiliate of UBS Financial Services Inc. (UBS-FS). All credit lines are subject to credit approval. You are personally responsible for repaying the Credit Line.
Banking and cash management services are provided by UBS Bank USA, a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS no. 947868.
