Let's move forward. Together.

What he does

With more than 25 years of experience, Dan helps clients navigate all aspects of their financial lives through customized wealth management strategies. Working closely with clients and their trusted advisors including attorneys, accountants, and other professionals, he provides guidance on investment management, retirement planning, estate and wealth transfer strategies, tax-aware planning, risk management, philanthropy, and business succession planning.

Known for his thoughtful, relationship-driven approach, Dan is committed to helping clients navigate significant financial decisions, preserve wealth across generations, and build lasting legacies through personalized advice and exceptional service.

Who he serves

Dan works with a select group of individuals, families, business owners, and multigenerational households who value personalized advice and long-term relationships. By intentionally maintaining a focused client base, he provides the attention, responsiveness, and strategic guidance that complex wealth requires.

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.

A dedicated and detailed-oriented Client Service Associate, Tatum brings a client-first mindset and a strong commitment to delivering exceptional service in every interaction.  With deep understanding of wealth management and client relationship support, Tatum plays a vital role in ensuring a seamless and personalized experience for each client.  

Known for her responsiveness, organization, and problem-solving abilities, Tatum serves as a trusted point of contact-coordinating account administration, facilitating transactions, and proactively addressing client needs. 

Tatum graduated from Bowdoin College where she was the swim team captain, Nominee for NCAA Woman of the year, 5-time school record holder, Sarah and James Bowdoin Scholar and 3-time  CSCAA Scholar All-American.

Jennifer Ostberg joined Lewin Wealth Management in 2025 as a Senior Wealth Strategy Associate. Jen brings more than 15 years experience guiding high net worth families in crafting a wealth management plan that prioritizes their personal values. Prior to joining UBS, she was a Director at Bernstein Private Wealth Management. Jen is a Certified Financial Planner™, Chartered Advisor in Philanthropy®. 

Jen regularly works with clients undergoing financial transitions, including business owners navigating a liquidity event. She has a strong understanding of tax and estate planning strategies, charitable planning, concentrated stock positions and the sale of privately held businesses. Jen has published research on these topics.

Jen is passionate about helping families maximize the purpose and impact of their wealth. She works closely with clients, including in multigenerational settings, to navigate the complexities of wealth management and create a plan that fits her clients’ goals around risk, growth and legacy. 

Jen lives in Middleton, Mass., close to her own extended family. She’s often at the rink with her husband and two sons who play hockey. Jen serves on the Board of Directors for The Boys and Girls Club of Greater Salem. She graduated from Syracuse University.

Megan graduated from the University of Colorado Colorado Springs and began her career in financial services with a focus on client experience and relationship management. As a Client Service Associate, Megan is dedicated to providing exceptional support and helping ensure a seamless experience for clients across a variety of wealth management needs.

Originally from Nebraska, Megan now calls South Boston home. Outside the office, she enjoys exploring the city on long walks, spending time outdoors, and skiing throughout New England during the winter months.