Dan is the firm’s Director of Investments. Dan manages client portfolios, beginning with the construction of tailored implementation plans for clients’ specific asset allocation plans. He supervises ongoing portfolio risk, including with clients’ concentrated positions in company stock or options, real estate or direct business holdings, and deferred compensation plans.
Dan received his bachelor’s degree in Finance from Lehigh University in 2010, and is a CFA® and CIMA® charterholder. Outside of the office, Dan enjoys spending his time traveling, exercising, and exploring new restaurants with his wife, Adrienne and son, Landon.
Klingman & Associates, LLC is not affiliated with any of the organizations listed above.
