Bio

In 2023, I joined the Wealth Management team at Nixon Peabody where I will serve as Chief Investment Officer of Nixon Peabody Trust Company. My primary responsibilities include leading a team of investment professionals and directing the asset allocation, security analysis/selection and portfolio management processes on behalf of the firm’s trustees and clients. BIO: Dan joined Nixon Peabody after more than 7 years at TFC Financial Management, where he was the Managing Director and Chief Investment Officer, responsible for overseeing TFC’s investment process, research activities and portfolio strategy. Dan is a contributor to Kiplinger, The Street and ThinkAdvisor, a regular guest on TD Ameritrade Network’s Morning Trade Live and Bloomberg’s Baystate Business, and a frequent speaker at regional, national, and international investment forums. Dan has an extensive background in investment analysis, portfolio management, overseeing investment teams, and the marketing of these services to individuals and institutions. Prior to joining TFC, Dan was the president and chief investment officer at Advisor Partners, a boutique asset manager in the San Francisco area that manages portfolios for advisors, financial institutions and family offices. He led all aspects of the firm including sales, client services and operations. Earlier in his career, he held asset allocation, portfolio management and managing director positions at Charles Schwab Investment Management and Montgomery Asset Management. A CFA charterholder, Dan is a member of the CFA Institute. He is a Board member and Chair of the Investment Committee for the Cambridge Community Foundation, on the Board of Advisors for the Brandeis International Business School, an Independent Trustee for Green Century Funds, and on the Board of Directors of Wealthramp and the Lown Institute. Dan was a Board member and president of the CFA Society of San Francisco as well as Board member of the Bay Area Financial Education Foundation.