Let's move forward. Together.

What he does

Dan draws on over 20 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 minimization, 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 Anti-Defamation League as well as the New England and National Councils of the American Israel Public Affairs Committee.

Dan is a 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 the past twelve years and has raised over $90,000 for cancer research at the Dana Farber Cancer Research Center. 

In June of 2009, Dan was presented with the Krupp Leadership Award by the Anti-Defamation League. This award is given to community members who demonstrate outstanding dedication and leadership on behalf of the ADL. In May of 2005, Dan was presented with the Esther Leah Ritz Emerging Leaders Award by the Jewish Community Centers of America. 

Dan lives in Newton with his fiance Jamie, and his kids Josh, Max, Isla and Walter. In his spare time he enjoys biking, fishing in Cape Cod and Alaska, and playing golf.

Ralph Intriago joined The Lewin Wealth Management Group in November 2024.  He is responsible for providing exceptional white glove service through creating a strong relationship with each of the clients.

Prior to his current role, Ralph gained a year of pre-graduation experience at Bain Capital in their private credit division and at MFS Investment Management on the Global Institutional Client team.

He graduated from Northeastern University with a B.S., completing a double major in Political Science and Business Administration with a concentration in Finance and Investments. He is currently working towards his SEI, Series 7, and 66 licenses. During his time at university, Ralph also studied abroad at the London School of Economics and Political Science (LSE). He was a member of the Northeastern Finance and Investment Club and co-founded, serving as co-president of, an intercollegiate private members’ club, where he had the opportunity to lead panel discussions with former presidents, world-renowned economists, and CEOs at Harvard University.

Ralph is originally from Ecuador, grew up in Charlotte, NC, and has lived in Miami and London. He is fluent in Spanish and English. In his free time, he enjoys playing soccer, running, traveling, and spending quality time with friends and family.