Dann is a Senior Manager of RCL Advisors, LLC. Dann has over 11 years of experience in providing holistic financial planning to high net-worth individuals.
Dann graduated from the University at Buffalo, a State University of New York 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 to obtain both degrees in a combined 4 years of study. He was also a member of Delta Sigma Pi, a national business fraternity.
After graduate school Dann was an associate in the New York office of Brownson, Rehmus, & Foxworth, a $10B+ Registered investment Advisor. There he practiced in all facets of wealth management, including investment management, estate planning, risk management, and tax planning. He also served as a member of the firm wide Alternative Investments and Private Equity committees.
In 2009, Dann joined RCL Advisors, LLC as a manager. RCL Advisors is a privately held independent consulting firm with a mission to provide unbiased information and independent advice to assist clients in making informed investment decisions. With over $1.6 billion in assets, RCL Advisors is frequently recognized as one of the top wealth management firms in the country.
Dann’s 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 independence to fully align his interests with those of his clients. His goal is and will always be to deliver sound and impartial advice best suited to clients’ needs.