As an Associate Wealth Manager, Dan plays a critical role in the delivery of investment and wealth management services to our clients. Working closely with the wealth managers on day-to-day requirements, Dan assists in the management of client investment portfolios and supports the work of the estate and financial planning team.

Dan served in several roles at Nixon Peabody, including Portfolio Manager/Trader, Senior Trust Operations Audit, and Compliance Specialist/Relationship Manager. He began his career in finance at State Street Corporation as a Client Service Manager.

Dan graduated from Johnson & Wales University with a Bachelor of Science in Financial Service Management. He is currently working towards his CFA accreditation.

Industry Accreditations & Affiliations

CFA Boston

CFA Society Providence

Charitable & Community Involvement

Immaculate Conception Church  – Food Drive/Food Pantry Volunteer

Cranston, RI Youth Sports – Coach

Personal Interests

Dan and his wife stay very active raising three children. He is hoping one day to witness the Dallas Cowboys win a Super Bowl!