Dan is a senior-level philanthropic planning specialist with more than 10 years of experience in advanced charitable gift planning, business development, and relationship management.
Dan currently works with ultra-high-net worth families and professional advisers to bring capital to the social sector. Specifically, Dan has worked and coached financial professional on how to build philanthropic planning into their overall wealth management practice. He works with clients to develop a strategic approach to determine the timing, tools, and assets to fund their philanthropy.
Dan earned his Bachelor’s Degrees in both Economics and Urban Planning at the University of Pittsburgh. He also holds a Non-Profit Management certificate and is a Chartered Advisor in Philanthropy.