Dan joined the firm in 2019 as a financial analyst, where he has since spent a majority of his time managing all aspects of the non-marketable investment processes for the Austin office. As a private investment specialist, he continues to oversee these processes in addition to taking on greater firm-wide reporting and business intelligence initiatives. Prior to joining Brown Advisory, Dan has worked in various corporate accounting functions in both Austin and New York City and is a licensed CPA.
Education
- Binghamton University, BS
Certifications
- CPA
