Dan is a partner, portfolio manager, deputy head of private client, endowments and foundations, and head of Brown Advisory’s Washington, D.C. office.
In his leadership roles, Dan helps guide the strategic direction and continued development of the firm’s private client business, with a focus on investment expertise, client experience, talent development, and long-term growth. He works closely with leadership teams across the firm to strengthen collaboration, develop colleagues, and ensure that Brown Advisory continues to deliver exceptional outcomes for its clients.
As a portfolio manager, Dan works with individuals, families, endowments, and foundations to develop and manage investment portfolios aligned with their long-term objectives.
Education
- Georgetown University, McDonough School of Business, MBA
- The University of Virginia, BA
Community Involvement
- Board Member and Co-Chair, Investment Committee, The Washington Jesuit Academy