In 1996, Dan began his career in the investment community after obtaining his BS/BA from Boston University's School of Management. He joined UBS in 2001. In 2010, he earned the firm's Senior Portfolio Manager title followed by the Investment Management Consultants Association's CPWA® designation, an advanced credential created specifically for wealth managers who work with high-net-worth clients. He enjoys volunteering his time with AccesSportAmerica, where he also serves as their Treasurer and Investment Committee Chairman. In 2013, Dan was recognized as one of Boston Business Journal's "Top 40 Under 40". This award is given every year to celebrate greater Boston's up and coming business leaders and community supporters under the age of 40. Dan was chosen out of over 400 nominations by a panel of editors based on his influence on local business, industry and philanthropy efforts.

• B.S. and B.A., Boston University

• Series 7, General Securities Representative
• Series 52, Municipal Securities Representative
• Series 63, Uniform Securities Agent
• Series 65, Investment Advisor Representative

• Treasurer, AccesSport America
• Advisory Council, Friends of the Armenian Heritage Park

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