As President and a founding member of LSIA, Dan helps guide our firm toward fulfilling its vision of redefining the wealth management experience by providing comprehensive, customized and transparent financial advisory services that add value beyond just investment management. His unique vision and understanding of clients’ needs helped launch LSIA Wealth, a division of LSIA committed to helping bring financial peace of mind to individuals and their families, and paved the way for his current role as LSIA’s President. In addition to overseeing the execution of the firm’s strategic, operational and business development initiatives nationwide, Dan provi