Daniel M. McCarthy, AIF®, CRPC®

Partner, Senior Wealth Advisor
Head of Corporate Planning
908-630-0200

Dan has been with the firm since 2001 and is the head of our corporate planning division. Prior to 2001, he spent nearly a decade in the financial services industry working in the banking sector for firms like Investors Bank & Trust where he managed over 80 separate community banks with combined assets in excess of $6 billion.

Dan holds a bachelor’s degree in Political Science from Colgate University. He is married and lives with his wife and two children in Basking Ridge, NJ.