Dan is a Financial Advisor at Global Advisor Group and joined the firm in 2020. Dan works closely with advisors in creating financial plans and implementing investment strategies. He also assists with manager due diligence and other firm research.

Dan holds a bachelor’s degree in finance with a concentration in investment management from Virginia Tech and is enrolled in the Chartered Financial Analyst® program.

Outside of the office, Dan is an avid Boston sports fan and enjoys skiing, swimming, and paintball.

Dan holds the following registration through LPL Financial: SIE, Series 7, Series 63, Series 65 (all securities registrations are held through LPL Financial).