Dan works closely with clients developing and implementing wealth management strategies. He entered the financial services business in 1995 as a financial consultant with Fidelity Investments’ Private Wealth Management Group. He earned a BBA (cum laude) in finance and operations management from the Isenberg School of Management at the University of Massachusetts at Amherst, and holds his FINRA Series 66 securities license. Dan is a member of the Boston Estate Planning Council and is a founding member of the Forward 4 Tobi Foundation, which provides financial support to patients suffering from metastatic breast cancer.