Dan draws on extensive experience within the financial planning and wealth management industry to help lead Threshold's client service capabilities. Based in Philadelphia, he is known for building long–lasting, comprehensive client relationships with an emphasis on integration of specialized wealth services.
Dan worked previously with Convergent Wealth Advisors and was principal of Copper Beech Advisors LLC. He also was a senior vice president in the Family Wealth Division of U.S. Trust, advising families with substantial wealth and coordinating financial services including estate planning, asset allocation, investment management, financial planning, banking, philanthropic services and family governance. Before working at U.S. Trust, Dan was director of client services and executive vice president at Pitcairn Trust Company. He earned a BA from Siena College; JD from Albany Law School. He is a member of the New York State Bar and has held the Financial Industry Regulatory Authority(FINRA) Series 7, 63 and 65 licenses.
In his community, Dan serves on the investment committee for the Chester County Council of the Boy Scouts of America.