Summary
Dan Brady is a seasoned wealth manager and financial advisor with 25 years in financial services, blending front-line equity sales and trading experience with client-focused advisory roles. He leverages institutional trading insights from firms like KCG and Chardan to offer practical, market-aware guidance for professionals, private equity executives, small business owners and families. Known for navigating clients through bull and bear markets, Dan emphasizes the big-picture view and finds opportunity in uncertainty to help clients pursue goals from college funding to legacy planning. Based in Rye, NY and a Villanova finance graduate, he pairs professional rigor with deep community ties—coaching youth baseball, running NYC marathons, and serving as a catechist—bringing steadiness and perspective beyond spreadsheets.
10 years of coding experience
Bachelors of Finance, Bachelors of Finance at Villanova University