Leadership Spotlight

What impact do you hope to make through your work?

"At the end of the day, it's all about the connections we make with our advisors and end clients, and even within our own team. We believe in positive client interactions that are focused on finding solutions. And you know what? It's a two-fold approach. Internally, we want to support and engage our team, so they can bring their best and most authentic selves to work every single day. Because when our cups are filled, we can fill the cups of our clients."

Role at The Private Trust Company:

As president, Dan is responsible for delivering the firm’s comprehensive trust and estate services. He oversees the end-to-end operational processes for the firm, drives our approach to risk and regulatory matters, and executes on our strategic initiatives, which includes our efforts to further modernize the company.

Background and experience:

Over the course of the last two decades, Dan has led teams at several large national financial institutions including Wells Fargo, Union Bank, and U.S. Bank. Before moving to wealth management, he practiced estate planning and estate administration law for several years. Dan earned his Bachelor of Arts degree in international studies from Loyola University of Chicago and his Juris Doctor from Suffolk University Law School. 

In Dan's personal life:

Dan lives in Southern California and enjoys hiking, playing pickleball and tennis, and spending time with his husband and their corgi.