Dan is an associate portfolio manager in the San Francisco office. Prior to joining the firm, Dan served as an AVP Private Wealth Relationship Manager on the Jones Zafari Group at Merrill Private Wealth. His primary focus was guiding ultra-high net worth clients, helping them achieve their personal, charitable, and financial goals through a holistic, goals-based approach. Dan also sat on the internal investment committee for the Jones Zafari group. This committee conducted rigorous manager diligence for the entire portfolio of client assets which exceeded $35 billion. Prior to joining the Jones Zafari Group, Dan was part of one of the fastest-growing Merrill Wealth Management teams. His responsibilities included identifying and converting prospects into clients.


  • University of Colorado, Boulder, BS


  • Chartered Retirement Planning Counselor (CRPC)


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