Dan has been in the financial industry since 2003 beginning his career as a financial advisor at A.G. Edwards and Smith Barney before moving to Pioneer Investments in 2008. Dan served as a Regional Vice President for Pioneer. In 2015 Dan joined Morgan Stanley Investment Management where he served as regional director.
Dan is a Boston native where he attended The Rivers School before attending Lafayette College in Pennsylvania. He graduated with a B.A in Business and Art. Dan currently resides in Jacksonville, Florida with his wife Kristen and their daughters Avery and Laney. In his spare time, Dan can be found in the backcountry skiing. Dan is also a U.S.C.G. licensed captain and enjoys fishing offshore in Florida and off of Cape Cod. His favorite by far is chasing giant Bluefin tuna.