Dan is a Vice President and financial advisor in the Robertson Stephens North Barrington office. As a Certified Financial Planner®, Dan works collaboratively with clients to deliver comprehensive wealth plans to help them achieve peace-of-mind on their full financial picture. Dan blends his technical expertise with a deep, client-focused approach, building trusted relationships that prioritize each client’s most important goals.
Prior to Robertson Stephens, Dan was the Operations Manager at CAFG Private Wealth where he focused on the key performance indicators necessary to ensure the operation ran smoothly and added value to the client experience. He has also had a successful and unique career spanning multiple industries, including manufacturing, marine recreation, mass media, event production, and sports. He has a wealth of knowledge and extensive experience in finance, operations, business development, account management, and client services.
Dan holds an MBA from Northwestern University Kellogg School of Management and an undergraduate degree in Business Administration from the University of Iowa. Dan and his wife, Shannon, currently live in Arlington Heights with their two pitbull rescues, Dexter and Addison. In his free time, Dan enjoys playing golf, traveling, live music, and supporting all of the Chicago sports teams, especially the Bears.