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ABOUT

Dann has more than a decade providing wealth management and investment advisory services to high net-worth individuals. His unique professional and educational backgrounds give him the ability to assess client objectives and develop effective strategies to meet their objectives. He has always worked in a “fee-only” capacity, receiving no commissions, so as to have the freedom to fully align his interests with those of his clients. His goal is and will always be to deliver impartial advice best suited to clients’ needs.

If you are in search of a planner to assist you in achieving your financial objectives, please contact Dann to see how you can form a partnership that will accomplish your goals.

Professional Biography
Dann graduated from the University at Buffalo, a State University of New York in May 2007 with both a Bachelor of the Arts and a Master of the Arts degrees in Economics. He used his time there to pursue an accelerated course which allowed him to obtain both degrees in a combined 4 years of study. He was also a member of Delta Sigma Pi, a national business fraternity, serving as the chapter President. While completing his graduate studies he served as teaching assistant for introductory macroeconomics courses.

Following graduation, Dann relocated to Westchester County, NY to obtain an associate position at Brownson, Rehmus & Foxworth, Inc., a national wealth management firm. There he gained experience in all facets of wealth management, including investment management, estate planning, risk management, and tax planning. He also served on the firm-wide alternative investments and private equity committees.

In 2009 Dann moved to RCL Advisors, LLC in a manager capacity and began servicing clients more directly. At present he serves high net worth individuals providing holistic wealth management services. He also serves on the firm’s Investment Committee, providing research and guiding decisions on investment products.

In 2010 Dann obtained the Certified Financial Planner™ designation. This certification personifies his commitment to a high level of competency, ethics and professionalism in the field of financial planning.

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CONTACT

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