In his role as a Relationship Manager, Dan serves as liaison between clients, prospects, Prio Wealth advisors, and external business partners to help clients achieve their goals. In addition to client service, Dan is involved in the delivery and implementation of financial plans for Prio Wealth’s clients.
Dan joined Prio Wealth in 2018 and brings with him eight years of client experience in financial services. Dan began his career at BNY Mellon, where he first served as a Reporting Specialist in Asset Servicing. He then moved to Wealth Management where he was an Account Manager in the Family Office Department.
He is a graduate of Plymouth State University, with a Bachelor of Science in Finance and Economics. Dan is currently pursuing his CERTIFIED FINANCIAL PLANNER™ designation.
Dan lives in Nashua, New Hampshire. His personal priorities include spending time outdoors playing golf, hiking, fishing, and snowboarding.