Dan is a Registered Investment Advisor and Director of Operations at JL Bainbridge, where he helps clients navigate important financial decisions with clarity. A Sarasota native, Dan plays a key role in both client planning and behind-the-scenes operations – ensuring the firm’s systems, processes, and investment approach support exceptional client service.

With a strong analytical background and experience at firms including Goldman Sachs and Deloitte, Dan brings thoughtful perspective to portfolio management and serves as a member of the Investment Committee. Outside the office, he enjoys spending time at the beach, playing golf, and exploring Sarasota’s local restaurant scene.