DAN MARSHALL

DAN MARSHALL

CHIEF OPERATING OFFICER | DIRECTOR OF FINANCIAL STRATEGIES

Dan has been part of the financial industry since 2018, bringing a wealth of experience and dedication to his role as Chief Operating Officer and Director of Financial Strategies. He leads the strategic planning and implementation of customized financial solutions, ensuring each client’s unique goals are met through thoughtful coordination and analysis. His passion for excellence is reflected in his close work with internal teams and external advisors to deliver exceptional service.

Dan resides in New Bedford, MA with his wife, Carina, and their two daughters, Eliana and Maddilyn. Outside of his professional responsibilities, he serves as the Director of Sacred Music & Organist for St. Anthony of Padua Roman Catholic Parish in New Bedford. In his free time, Dan enjoys spending quality moments with his family, cooking, and pursuing his new hobby of golfing.