Dan is a Senior Advisor at Nilsine Partners. He has over 16 years of industry experience. Prior to joining Nilsine Partners, Dan spent the previous eight years with the Private Wealth Management group at a mid-sized regional bank. Most recently, he served as Managing Director for the bank’s multi-family office (MFO), which he had the opportunity to lead efforts to build and launch. The MFO served the needs of business owners, entrepreneurs and multi-generational enterprise families. Dan’s experience working with entrepreneurs and multi-generational enterprise families provides him with a unique perspective on wealth and its purpose in helping clients achieve their goals. He enjoys helping