As a member of the investment team, Dan focuses on performing detailed investment research into current economic and market conditions and existing and new investment offerings. He also helps with the implementation of Sage’s strategy and the development of internal and external communications.
Prior to joining Sage, Dan worked at The Glenmede Trust Company and BlackRock. He graduated from Penn State University with a B.A. in Economics and a B.A. in Political Science and is a holder of the Chartered Financial Analyst designation.
Dan and his wife Casey live in Philadelphia. He enjoys traveling, reading, and exercising.
Why are you in wealth management?
I am fascinated by the connection between financial markets and global events. The industry is constantly evolving and presents intellectually stimulating challenges daily.
What inspires you about your job?
I am honored that clients place their trust and faith in Sage. Being a small part of assisting clients to fulfill their financial goals is extremely rewarding.