Senior Vice President–Wealth Management
Private Wealth Advisor
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.
Recognized as an industry leader:
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
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Wealth Strategy Associate
Mina is a Senior Wealth Strategy Associate for Lewin Wealth Management. In her role, she manages the day-to-day focus on holistic wealth management, assisting with investment decisions, and supporting financial planning. Mina’s experience includes advising successful entrepreneurs, venture capitalists, and other corporate executives in the innovation economy through multi-faceted investment approaches that focus on holistic wealth management. These customized solutions consist of guidance through liquidity events, succession and exit planning, funding rounds, compensation issues including dealing with concentrated equity compensation, legacy planning strategies, retirement planning as well as the impact of career changes. She particularly enjoys working with business owners and female investors on finding progressive strategies to address their unique goals and objectives.
Mina graduated with honors from Bentley University with a Bachelor of Science degree in finance. Prior to joining UBS in 2015, Mina worked in a boutique, real estate Private Equity firm where she underwrote assets along the East Coast and then at Credit Suisse Private Banking.
Mina was born in Bulgaria, and regularly travels back with donations for The Red Cross. In her spare time, she enjoys playing tennis, traveling throughout Europe with her husband and son, and returning to her home in Brookline, MA.
Education
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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