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Dan is Co-Founder and Managing Partner of enTrust Wealth Advisors. Dan has more than 35 years of experience in financial services, with a focus on helping high net worth individuals navigate the complexities of financial markets, simplify their financial lives, and deliver a full spectrum of investment, portfolio and wealth management strategies.
Dan’s extensive experience is deeply rooted in the institutional space where he built comprehensive knowledge, skills and successes in capital markets, fixed income and risk management. He has had the privilege and pleasure to work closely with high profile clients – from prominent families to entertainers to entrepreneurs to executives – helping them manage wealth, sell private businesses, achieve mergers and acquisitions, drive IPO’s, and implement risk mitigation strategies of large concentrated stock positions.
Prior to founding enTrust Wealth Advisors, Dan spent 10 years at UBS Financial Services where he was Senior Vice President and Portfolio Manager, and many years before helping clients at Morgan Stanley, Prudential Securities, and Lehman Brothers.
Dan is a wealth advisor of enTrust Wealth Advisors, an SEC-registered investment advisory firm. He has passed examinations for and holds Series 3, 7, 8, 15, 63 and 65 securities licenses. He has also been a registered options principal for 35 years – helping clients use these vehicles to not only minimize risk but also to increase income in their portfolio.
Dan is a graduate of University of San Diego with a BBA in Business Economics. He lives in San Diego and has two daughters, Shaina and Rachel. Dan is passionate about and personally involved with various organizations that support the natural environment, children’s causes, homelessness, education, and the arts. In his spare time, he enjoys yoga, hiking, playing the guitar and drums, and surfing.