Dan is a member of our managed accounts team and is responsible for new business development in the Mid-Atlantic region. He educates advisors on GW&K strategies, as well as maintains relationships with GW&K’s long-time clients in the region. Previously, Dan served as a member of GW&K’s national accounts team, responsible for relationship management across key partner firm relationships. With more than a decade of investment experience, his knowledge and commitment to client service contributes to building long-term relationships and supporting clients in reaching their financial goals.

Previously, Dan was a national accounts analyst, providing support to our national accounts and advisory sales teams, with a focus on resource development and platform guidance.

Dan graduated with a BS from Villanova University and holds the Series 6 and 63 Licenses with FINRA.