Dan joined the Elm Street Group at Morgan Stanley as in 2020 as a Financial Advisor after 7 years as an Investment Analyst at Wellington Management, a Boston-based asset management company. While his focus on The Elm Street Group is on providing best-in-class investment management services, Dan has a passion for learning and believes in a multi-disciplinary approach to investing.
Dan is responsible for the creation, implementation, and oversight of the team’s investment capabilities. Dan has experience in both public and private market investing and believes in the power of a customized, goals-based investment strategy, curated for each client’s unique financial goals and life circumstances.