Dan has 19 years of experience in the investment industry. Prior to joining Welch & Forbes in 2018, he was Managing Director of Research and Portfolio Management at Thomas Partners Inc. Previously, he was a Portfolio Manager in the High Net Worth division at U.S. Trust. Dan is a member of the Brokerage Committee. Dan received a Bachelor’s Degree in Business, along with a Master of Science Degree in Finance from Northeastern University. He is assisted by Elizabeth DeMetro, who joined the firm in 2020.