Dan joined HB Wealth in January 2025 after working with WMS Partners since March 2020. He directly manages the Portfolio Accounting and Private Funds teams, producing quality and timely data for advisors and clients through highly collaborative relationships with Operations, Advisory, and Investment leaders and staff.
Before joining HB Wealth, he spent fourteen years with Cohen & Co/Arthur Bell in Hunt Valley, MD. There, he worked in the Family Office Services department. Prior to that were roles in T. Rowe Price’s corporate actions department, PricewaterhouseCoopers’ audit team, and PNC’s mutual fund accounting company.
Dan earned his Bachelor’s degree in accounting with a minor in business from Mount St. Mary’s College.