Dan has always channeled his entrepreneurial spirit through not only the Wealth Management business, but also in charitable endeavors as well as mentorship programs. He had been involved in the strategy development and formation of a Multi-Family Office within an accounting firm. Dan is still actively involved and serves on the board of Summer Search, an education-based charity funding at-risk student development. Additionally, Dan is a regular contributor to various high net worth and family office platforms including family office exchange and investment managing institutes. Additionally, in the past, he has written various investment related articles for Bloomberg. Dan also has regular involvement and mentorship with the Fairfield University Entrepreneurial Program, the StartUp Showcase. As a Managing Partner of Clapboard Hill Private Wealth, Dan is also committed to dedicated internship programs to help inspire the entrepreneurial spirit in local dynamic students. Dan has a Bachelor’s degree of Science from Fairfield University in Economics and Finance. He is also an active member of the Investment Management Consultants Agency and holds a Certified Investment Analyst Certification® (CIMA®).
Dan’s interests include enjoying an active lifestyle and passionately supporting his Boston sports teams from enemy territory alongside his young family in Easton, CT.