Focus Area
Dan works closely with law firms, family offices, and registered investment advisors to deliver specialized custody and trust services to their private clients. He appreciates the importance of delivering personalized client service and helping meet client needs in a timely, high-quality manner.
Experience
Prior to joining Fiduciary, Dan worked as an Associate Wealth Manager at Boston Financial Management. Dan spent most of his career, 13 years, at Nixon Peabody where he was a Portfolio Manager, Trader and Research Analyst, as well as a Senior Trust Operations Audit & Compliance Specialist & Relationship Manager. Dan’s responsibilities included advising high-net-worth clients, implementing asset allocation strategies, and leading audits to mitigate risk. His earlier experience at State Street included serving as a Client Service Manager, Senior Associate, where he managed departmental projects and trained new staff.
Community Involvement
Cranston West Little League, Coach
Cranston League for Cranston’s Future – Youth Basketball Coach
Personal
Dan lives in Johnston, RI with his wife, Michelle, and three children. He enjoys spending time with family, cooking, and coaching youth sports and is involved in his church.
