Dan is a client service team lead at Brown Advisory. He is responsible for managing relationships with high-net-worth individuals and families. Prior to joining the firm, Dan worked at UBS for nine years within their Wealth Management Arm, eight years at Barclays Private Bank as a team lead within Private Banking Operations and four years at HSBC International.
Education
- Canterbury College, BS (1997) pass with Merit
Certifications
- IOC Qualification, ‘Introduction to Securities and Investment’
