Dan is a partner of Constantine Wealth Management with more than 25 years in the financial services industry. Dan guides clients to make sound decisions and implement innovative strategies to preserve and manage their wealth. Thoughtful and responsive, Dan’s personalized focus on each client’s objectives helps enable them to enjoy their lifestyle, provide for their family and move confidently toward the future they desire.
Prior to joining Raymond James, Dan was Managing Director - Investments with Wells Fargo Advisors where he was repeatedly recognized as a Chairman’s or President’s Circle Premier Advisor. Previously, Dan was a Vice President with Thomas Weisel Partners and Morgan Stanley. Dan earned an MBA from Harvard Business School and a bachelor’s degree in chemistry from the Massachusetts Institute of Technology.
Dan is a dedicated leader in his community. He is the founder of the Achievers Group, which connects uniquely successful leaders in business, medicine and the arts. Dan has also served as President of the Harvard Business School Club of New York and was Co-Chairman of the Financial, Legal and Real Estate Division for the UJA Federation of Northern New Jersey. In addition, Dan is a former president of Temple Emanuel and the founder and president of its Men’s Club. Dan was selected to the Berrie Fellows Leadership Program based upon his visionary leadership in the community.
In his spare time, Dan enjoys cycling, skiing, swimming and photography. Originally from Atlantic City, he now lives in Hillsdale, New Jersey. He and his wife, Shari, have two children, Joshua and Emily.