Dan works with high net worth individuals, business owners and qualified retirement plans, seeking to build long-term relationships. He focuses on financial planning, retirement planning, asset allocation analysis, investment manager selections, wealth accumulation and wealth preservation strategies. He began his career at UBS in December 1999, and joined the Rimmel Mehaffey Pessy Wealth Consulting Group in August 2000.

Dan holds the Series 7, 31 and 66 securities licenses. He has completed the UBS Wealth Advisor Program, which is designed to engage exceptional advisors with the best resources available to help them broaden their high net worth relationships. He is a Senior Portfolio Manager in the UBS Portfolio Management Program, which allows him to offer personalized, discretionary investment management for clients. He received a B.S. in finance and investment management from Duquesne University in Pittsburgh, PA. He is actively involved with his alma mater, as well as Holy Trinity Church, the American Cancer Society and a member of the Board of Directors at Sewickley Heights Golf Club. Dan enjoys playing golf, traveling and spending time with his family. Dan lives in Pittsburgh with his wife and two daughters.

• B.S. Finance and Investment Management, Duquesne University

• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• Series 31, Managed Futures Representative

• Hobbies: Spending time with family, Golf and Travel
• Dan lives in Pittsburgh with his wife and two daughters
• Community Involvement: Duquesne University, Sewickley Heights Golf Club and Holy Trinity Church

AL, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, IN, MA, MD, MI, MN, MO, MS, NC, ND, NE, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA, WI, WV