Dan is a client service manager and operating officer for the international private client, endowments and foundations business 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
Certifications
- Investment Operations Certificate (IOC)