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.


  • Canterbury College, BS (1997) pass with Merit


  • IOC Qualification, ‘Introduction to Securities and Investment’


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