Dan began his career thirteen (13) years ago after attending the University of Rochester where he majored in Economics. He then joined with a group that specialized in the 403b market place with a focus on educators. Since then, Dan has been working with individual investors assisting them with planning, growing, protecting and transferring their wealth.
In October, 2014, Dan brought his practice to American Portfolios and formed the group iTP Partners, LLC. Dan's focus remains the same, working with individuals and their financial needs with emphasis on NYS Penion Options, 403b plans, portfolio management, life insurance and long-term care.
Dan is one of the lead portfolio managers for the Aspire and FTJ 403b models. He also has his certification for NYS Partnership for long-term care. Dan holds his series 7, 66 and life & health licenses. Dan lives in Saratoga, NY with his wife and three children.