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Dan is a Vice President and Account Officer at Cambridge Trust  Wealth Management.  As an accomplished Wealth Management Advisor, Dan works closely with individuals and families by creating and implementing comprehensive financial plans to ensure that their investments are aligned with their retirement and estate plans.

Professional Experience
Prior to joining Eastern Bank, Daniel spent 13 years with the Private Bank at Bank of America. During his career at Bank of America he was a Trust Officer, Financial Planner and Private Client Manager and providing detailed financial plans for high net worth individuals and their families.

Education
Daniel graduated with a B.A. from Ohio Wesleyan University in 1996 and went on to earn his M.B.A at Suffolk University in 2005.  He also attended Boston University’s Financial Planning Program in preparation for the C.F.P exam which he passed in 2007.  Daniel has also gone on to pass the C.T.F.A (Certified Trust and Financial Advisor) and C.R.P.C. (Chartered Retirement Plan Consultant) exams as well. Daniel earned his Masters of Science in Financial Planning at Bentley University as of  May 2014.  Most recently in 2021 he passed the ChFC exam for the Chartered Financial Consultant Designation.

Daniel is a member of the Essex County Estate Planning Council and the New Hampshire Estate Planning Council.