Dan brings a broad array of experience and knowledge working with high and ultra-high net worth clients and families. Prior to his role with Beaumont, Dan spent 21 years at Fidelity investments as a vice president wealth manager advisor, where he helped form comprehensive wealth management strategies. There, Dan was consistently recognized as a top performing financial advisor including a four-time President Circle Award. Dan also spent 12 years at Raytheon. Dan has a Bachelor of Science in business from Fitchburg State University and holds a Series 65 registration.