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Menu
  • Home
  • About
    • Who We Are
    • Who We Work With
    • Everyone Needs a Plan
    • Meet Our Team
  • Our Approach
    • How We’re Different
    • How We Work
    • How We Invest
  • Services
  • Insights
    • Blog
    • Investment Outlook
  • Client Login
  • Contact Us
Menu
  • Home
  • About
    • Who We Are
    • Who We Work With
    • Everyone Needs a Plan
    • Meet Our Team
  • Our Approach
    • How We’re Different
    • How We Work
    • How We Invest
  • Services
  • Insights
    • Blog
    • Investment Outlook
  • Client Login
  • Contact Us

Meet Your Team

Adrian Ketri
Alanna O. Spada, CFP®
Alessandra M. Thornton
Catherine T. Clough
Daniel J. Coleman, Jr., CFP®
Daniel S. Finger
David G. Swallow
Jeffrey J. St. Mary, CFA
Jennie Chung
Jennifer Santos Rodriguez
Jillian M. Kotowski
John G. Bratschi
Karina S. Johnson
Kelley R. Ellis
Kelly A. Morgan
Kelvin H. Cho
Kirsten Daamen
Kristin C. Bowser
Margaret M. Saltalamacchia
Mark T. Valickus
Michael Smith-Vaughan, CFP®
Michelle M. Lally
Patricia A. Melnick
Paul Stringer
Robert L. Devinney, CFP®
Stephen R. Petersen, CFA
Susan S. Mooney
Thomas F. Woodhouse, CFA, CFP®
William (Bill) Dion, CFP®
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Daniel J. Coleman, Jr., CFP®

Relationship Manager

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 obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2021.

Dan lives in Nashua, New Hampshire. His personal priorities include spending time outdoors playing golf, hiking, fishing, and snowboarding.

Contact Daniel J. Coleman, Jr., CFP®
Adrian Ketri
Alanna O. Spada, CFP®
Alessandra M. Thornton
Catherine T. Clough
Daniel J. Coleman, Jr., CFP®
Daniel S. Finger
David G. Swallow
Jeffrey J. St. Mary, CFA
Jennie Chung
Jennifer Santos Rodriguez
Jillian M. Kotowski
John G. Bratschi
Karina S. Johnson
Kelley R. Ellis
Kelly A. Morgan
Kelvin H. Cho
Kirsten Daamen
Kristin C. Bowser
Margaret M. Saltalamacchia
Mark T. Valickus
Michael Smith-Vaughan, CFP®
Michelle M. Lally
Patricia A. Melnick
Paul Stringer
Robert L. Devinney, CFP®
Stephen R. Petersen, CFA
Susan S. Mooney
Thomas F. Woodhouse, CFA, CFP®
William (Bill) Dion, CFP®
265 Franklin Street, Suite 2001, Boston, MA 02110-3199 | Tel 617.224.1900
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