Associate Director, Wealth Advisor
As a Wealth Advisor at Cresset, Dan focuses on constructing and implementing efficient, customized portfolios tailored to his clients’ specific needs. He leverages his experience managing portfolios to deliver bespoke investment solutions to his clients across both public and private markets. Dan spends a significant portion of his time advising private business owners, entrepreneurs, public company executives, and investment professionals.
Prior to Joining Cresset, Dan worked as an investment specialist for J.P. Morgan Private Bank’s ultra-high-net-worth group. At J.P. Morgan, he advised clients across multiple facets of their investment strategies, including strategic asset allocation, opportunistic idea generation, and hedging.
Dan graduated cum laude from Colorado State University, where he received a Bachelor of Arts in Economics and a Bachelor of Science in Finance. Outside of work, Dan is an avid guitarist and fitness fanatic. He lives in downtown Denver with his wife, Sarah.