Before joining Clearbrook, Dan was co-founder and Vice President of Madison Portfolio Consultants, Inc., and was responsible for product development and overseeing the processing of all client reporting services. Prior to Madison he directed the production and analysis of performance measurement reports for the Asset Consulting Group and Prudential Bache-Securities. He also worked at Merrill Lynch as Manager of Performance Measurement Services, responsible for the accurate and timely data collection for over 3,000 accounts, with an aggregate market value of over $7 billion and has 30 years experience in the Investment and analysis field. Dan received his Bachelor of Arts degree from Brooklyn College and MBA from Pace University. He is a member of CFA Institute and the New York Society of Securities Analysts (NYSSA). Dan is a Certified Financial Planner Licensee (CFP®) and a Chartered Financial Analyst charter holder (CFA).