Dan is a Principal at 1919 Investment Counsel. In his role as a Client Advisor, he works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. His primary focus is on understanding each client’s unique goals and developing and implementing tailored solutions to meet their long-term wealth and investment objectives.

Prior to joining 1919, Dan served as a Vice President and Wealth Manager at BNY Mellon, where he managed investment portfolios for Ultra‑High‑Net‑Worth individuals. He also held financial roles with FS Investments, JPMorgan Chase, and Wilmington Trust, gaining broad experience across the financial services industry.

In his spare time, Dan enjoys spending time with his family, running marathons, and traveling. He is also an avid Philadelphia sports fan.

Dan earned a B.A. in Political Science from the University of Pennsylvania and an M.B.A. from Villanova University.