Daniel Epstein

With a unique blend of Wall Street expertise and entrepreneurial spirit, Dan brings both analytical rigor and genuine personal connection to his client relationships.

Dan’s career began in the financial services industry after graduating from Lehigh University, spending five years in technology and operations. Seeking a more client-facing role, he earned his MBA from NYU and transitioned to various positions on the producing side of finance over the next several years.

In an unexpected pivot, Dan left Wall Street to run a gym for a decade, not just as an owner, but coaching every class because he loved helping people transform their lives. After selling this business, he returned to finance with renewed purpose, finding his home at a firm offering the holistic, personal approach he values.

Dan’s diverse background gives him a rare perspective: strong finance and analytics skills combined with hands-on experience building and running a business. He understands both spreadsheets and the human side of financial decisions.

An ultra-marathon runner and former Ironman and CrossFit Masters competitor, Dan now enjoys cooking and his daily Wordle streak, impressive enough to earn him a spot on the gameshow in England. He’s a proud dog dad to a rescue mix and father to two children navigating their own post-college journeys.

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I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ 

Office of Supervisory: 186 Wood Ave S, Suite 301, Iselin, NJ 08830 Tel: 732-623-5700