Dan provides both institutional and retail clients assistance in addressing their fixed-income investment needs. He takes pride in building long-term relationships and helping clients navigate an evolving market with clarity and confidence.
Dan earned a Bachelor of Business Administration in finance from Pace University. He brings over two decades of experience as a sales trader for a New York-based broker-dealer on Wall Street, offering seasoned insight and market knowledge to each of our clients.
Outside of work, Dan enjoys playing tennis, cooking and rooting for the Jets, Mets and Arsenal F.C.
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With Crews since 2025