Daniel Weinberg’s extensive background in investment management includes more than 20 years as Director of Asset Management for AYCO and Goldman Sachs. During his active tenure with AYCO, he founded and developed a $3 billion investment division. As a Wealth Manager, Dan’s primary responsibility is to construct and manage customized investment portfolios that are in line with his clients’ goals and objectives. Additionally, Dan performs extensive research and analysis of the financial markets. Dan received a Bachelor of Science degree in Industrial Relations from Ithaca College (1982), as well as a Master of Science in Taxation from SUNY Albany (1993) and a Master of Science in Wealth Cou