Evercore Trust Company
Dan is a Managing Director and Wealth & Fiduciary Advisor at Evercore Wealth Management in Minneapolis and Evercore Trust Company, N.A. He works with families throughout the Midwest to identify financial planning needs and implement solutions.
Dan joined Evercore in 2018. He previously worked as a private wealth advisor to high net worth families at Stiles Financial Services and, earlier, as a private wealth advisor at Stolfa Private Wealth Advisors and the Private Banking and Investment Group at Merrill Lynch. Dan has also practiced law as an estate planning attorney, served as the planned giving officer for Mitchell Hamline School of Law, and worked as a senior tax specialist with KPMG.
He received his J.D. and LL.M. in Taxation at the Mitchell Hamline School of Law and holds a CFP® certification and Accredited Investment Fiduciary® designation.
This person is not in any offices
Evercore Trust Company
1 followers
Evercore Trust Company, a limited-purpose national trust bank chartered by the Office of the Comptroller of the Currency, provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans.