Dan brings a deep level of experience working with high and ultra-high net worth families and their advisors; he also sits on the Beaumont Investment Committee. He joined Beaumont in 2011 from a boutique investment-consulting firm in Boston. Prior to his role as a consultant, Dan spent 10 years at BNY Mellon as a Senior Portfolio Manager and 7 years at Brown Brothers Harriman & Co. Dan graduated with a degree in Economics from Wake Forest University. He holds his Series 65 registration. Dan is a member of both the Boston Security Analysts Society and the CFA Institute.