Dann has more than a decade of experience providing wealth management and investment advisory services to high net-worth individuals. His 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 freedom to fully align his interests with those of his clients. His goal is and will always be to deliver impartial advice best suited to clients’ needs.
In his spare time, Dann is a part of the Board of Directors for Chess in the Schools: a New York City nonprofit that fosters the intellectual and social development of low-income youth through chess education.