Dan has over 25 years experience in the Wealth Management Industry. Prior to accepting his position in Tampa, he served as Senior Vice President and Senior Lending Officer for Northern Trust in Palm Beach and Martin counties. Previously, he served as Vice President and Relationship Manager for Northern Trust's Chicago office, where he began his career in 1989 as a Financial Analyst.
He received his B.S. Degree from Eastern Illinois University and his M.B.A. degree from Indiana University.
He enjoys spending time with his wife and two children. He is an avid runner and enjoys playing golf.
Dan is responsible for leading a team comprised of investment, trust and banking professionals delivering comprehensive wealth management services for high net worth families, individuals, businesses and charitable organizations.
Dan currently holds board positions with Tampa's Lowry Park Zoo ( current member and past Board Chair), University of Tampa Financial Ambassadors, and Boy Scouts of West Central Florida Board. He has served as a past Board Member of The Salvation Army Advisory Board, Ronald McDonald House of Tampa Bay (Past President), The Community Foundation of Tampa Bay, Tampa Museum of Art, Tampa Bay Convention & Visitors' Bureau and St. Joseph's Hospital Foundation.