Leading our firm’s wealth management affiliate, Dan directs a close-knit team of financial specialists who are entrusted with the careful and beneficial management of our clients’ assets. Dan also continues to work closely with clients, including individuals, businesses, trusts, and families, to help them build financial narratives that are aligned with personal values and goals. He constructs a balanced strategy for clients through a cohesive array of investments, tax planning, and planned giving.
Dan began his career at Gray, Gray & Gray, LLP as a Northeastern University cooperative student, was invited to join the firm full-time in 1983, and was elected a partner in 1996. He was instrumental in launching Gray Equity Management, LLC and has continued to oversee its successful growth and expansion.
Dan is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS). He is also a licensed life insurance agent.