Dan provides comprehensive wealth management services, leveraging expertise in investments, as well as financial and estate planning. Dan has 25+ years' experience, including positions with Voya Financial Advisors and Bank of Montreal. Earlier, Dan served in key roles with Enterprise Wealth Management, including Chief Investment Officer, and at OppenheimerFunds, where he managed more than $2 billion as a portfolio manager.
Dan earned undergraduate and law degrees from Boston College and his MBA from Babson College. He is a Member of the Town of Westford Economic Development Committee and is an active volunteer with many civic organizations.