Experience: Wealth Management since 2013
Education: B.S. Risk Management from Penn State University
Since arriving at Modern Wealth in June 2023, Danny has been focused on helping grow our firm’s footprint by partnering with firms across the country and taking interested partners through the discovery process. He enjoys working in Modern Wealth’s collaborative and entrepreneurial environment and how the firm is immensely focused on growth.
Before joining the Modern Wealth team, Danny made stops at FBR & Co. in New York, Focus Financial Partners, and First Republic Bank. He started his career in institutional equity sales at FBR & Co. After two years there, he moved to Focus Financial Planners, which is an investor/acquirer of large RIAs that partners with firms both nationally and internationally. Following a five-year stint at Focus Financial Partners, Danny spent three years at First Republic Bank in the Private Wealth Management arm of the business, where he focused on growing the PWM footprint in the Pacific Northwest.
Danny lives in Bingham Farms, Michigan, with his wife, Nicole; son, Jamie; and mini labradoodle, Rubi. He’s thankful to live near his parents and three siblings and enjoys working out, golfing, traveling, trying new restaurants, and cheering on the Detroit Lions.