Dan works 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 also serves as Chief Executive Officer of Gray Private Wealth, LLC, 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 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 Private Wealth, LLC and continues to oversee its successful growth and expansion.

Dan is a Certified Public Accountant and a Personal Financial Specialist. He is also a licensed life insurance agent.