I'm a lawyer turned financial professional who enjoys writing occasional observations on politics, culture, religion and other topics of general interest. I try hard to keep my comments balanced and fair, and above all free of the mean-spiritedness that sadly has come to dominate our civil discourse in recent times.
Background & Experience
2010 - Today
Dan is an attorney and longtime wealth management executive. He currently serves as President of Northway Wealth Advisors, LLC, an independent fiduciary consulting firm assisting individuals who are acting as trustee of personal trusts or executors of estates in fulfilling their fiduciary responsibilities. He also serves as a consulting and/or testifying expert witness in trust matters and is the author of "Up Close & Personal: Observations on estate administration in the 21st century" which was published in the March 2018 issue of The International Family Offices Journal (www.globelawbusiness.com). Most recently, Dan served as Vice Chairman and Global Head of Trust for Dominion Fiduciary Services Limited, an independent UK-based global provider of corporate management, pension and trust administration services.
Previously, as EVP & Head of Private Banking for Webster Bank, Dan drove record net interest income and doubled the Private Bank loan book in less than four years. Further, he quadrupled average annual revenue per new client by segmenting the client base and marketing approach, focusing on higher net worth individuals, building a more competitive investment offering, and driving multiple product sales.
As Regional Managing Director for BNY Mellon Wealth Management, Dan unified multiple teams and offices into a regionally focused business unit, drove a 47% increase in new business, increased deposits by 60%, and grew pretax income by 35%.
2000 - 2010
Dan was one of fifteen original partners engaged in building Samoset Capital Group, a start-up wealth management firm. He served as Chief Executive Officer of Samoset Financial Services LLC, responsible for establishing a national private banking, investment management and trust business, including raising equity capital to fund bank/trust company acquisitions and strategic relationships with single- and multi-family office groups.
As Managing Director & Global Head of Citi Trust at Citigroup, Dan integrated domestic and offshore trust businesses into a global offering with over $50BN in assets under supervision, growing revenues by 8% and earnings by 11%.
As Managing Director & Founder/CEO of The Goldman Sachs Trust Company, Dan launched Goldman’s first full-service national fiduciary/trust & estate administration business. He grew assets under fiduciary supervision from zero to $2BN, future fee “will book” to $2.5BN, and new business pipeline to $5BN.
Earlier in his career, Dan served as Managing Director & Head of Global Fiduciary Management at J.P. Morgan & Co., Incorporated where he oversaw the administration of onshore and offshore personal fiduciary accounts valued at over $21BN. He also ran the Generational Planning unit in the United States.
Dan began his career as an attorney for Davis Polk & Wardwell in New York.
1980 - 1983
Vanderbilt University School of Law
Dan received a J.D. from Vanderbilt Law School, where he was Editor-in-Chief of the Vanderbilt Journal of Transnational Law. Dan is admitted to the New York State Bar.
Dan received an A.B., cum laude, from Dartmouth College, with honors in his major (Government).