Dan directs our Gray Equity Management, LLC affiliate, helping to guide decisions designed to preserve and grow client assets by bringing “The Power of ThreeSM” to bear on their wealth management plans.
In addition to being a Certified Public Accountant, Dan is a Personal Financial Specialist (PFS). He is also a licensed life insurance agent.
Dan’s scrupulous attention to detail and organizational skills make for smooth sailing during even the most challenging assignments. His ability to work closely with our clients and to quickly establish a strong working rapport makes the process easier and more efficient.
Dan first came to Gray, Gray & Gray as a Northeastern University cooperative education student in 1981, and joined the firm full-time in 1983. He is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants, and is also active in several charitable organizations.