Dan Brady
Financial Advisor

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With over 25 years of experience in the financial services industry, Dan brings a wide depth of financial acumen with a differentiated perspective considering his prior experience as an institutional trader and sales trader, and now financial advisor. This background enables him to help guide clients through a full spectrum of financial concerns. Having invested through bull and bear markets, he understands the importance of the big picture and that times of uncertainty can often be times of opportunity. In today's environment of economic and political uncertainty, clients need a financial compass - an experienced and trusted advisor who can help them navigate toward their financial futures with greater confidence.

Dan works with a broad spectrum of clients, including professionals, private equity executives, small business owners and other successful individuals and families. While each client has unique financial goals, they all have one thing in common: They appreciate the value of advice and prefer to have a trusted, experienced advisor oversee their financial affairs.

Dan earned his bachelor’s degree in Finance from Villanova University in 1991. He currently lives in Rye, New York, with his wife, Christine, and their four children, Ella, Logan, Connor and Charlie.

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