Daniel is responsible for portfolio construction and implementation of investment policy for individuals, families, endowments, and foundations. He seeks to align each client’s investment strategy with their financial planning objectives by taking into consideration time horizon, risk tolerance, income requirements, taxes, and other unique factors. He also coordinates with family members, outside advisors, and with other members of the clients’ professional team.
Dan has over 24 years of diversified wealth and investment management experiences. He most recently served as Managing Director of Arbor Capital Management. Previous to that, he was a portfolio manager for Atlantic Capital Management, a fixed income trader for MetLife Securities and AVP, Debt Capital Markets for Prudential Securities where he acted as a fixed income strategist presiding over $10 billion in assets while working in NYC.
He has earned a BS from The Pennsylvania State University and an MBA from Canisius University. While obtaining his MBA, Dan applied to and was accepted into Canisius University’s Golden Griffin Fund.
Dan and his family reside in Western NY. Their 4 children are actively involved in youth sports in and around the Buffalo region.