As Security Analyst, Dan’s responsibilities include security analysis, trading and assisting the portfolio managers with portfolio management tasks and special projects for the Investment Committee.

Dan joined the firm in April 2014.  He is a graduate of the University of Rochester with a Bachelor of Arts degree in Economics and subsequently was awarded his Master of Science in Finance by the University of Rochester Simon Business School.  Dan began his career at the Bankers Trust Company in NYC and also worked at CIBC Oppenheimer, where he traded in the fixed income and equity markets.  

Dan has led the firm's effort to coach and mentor local high school and college interns rotating through the Investment Research Department. Dan has also enjoyed introducing many students visiting the firm from GST BOCES to the world of stocks, bonds, trading and research.