OUR TEAM
DOUGLAS J. BAUER CFP®
Principal, AllSquare Wealth Management
Douglas Bauer has over 45 years of professional experience assisting clients throughout Albany, Guilderland, and the greater Capital Region with their financial and life goals. Doug’s underlying business philosophy is simple:
“In serving my clients, I shall recommend the course of action which I would apply to myself in the same situation.”
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DANIEL D. BAUER, CFP®
Principal, AllSquare Wealth Management
Daniel Bauer has more than 18 years of experience in the financial services industry. His primary responsibilities include investment portfolio management, investment account trading, strategic financial planning and creating investment policy statements for individuals and organizations. Dan serves as the firm’s Chief Compliance Officer and Chief Investment Officer.
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DANIEL M. WEINBERG
Chief Economist / Senior Financial Advisor
Daniel Weinberg’s extensive background in investment management includes more than 20 years as Director of Asset Management for AYCO and Goldman Sachs. During his active tenure with AYCO, he founded and developed a $3 billion investment division.
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BRETT HARRIS
Senior Financial Advisor
Brett has more than 10 years of experience in the financial services industry. After attaining his bachelor’s degree in Finance from Siena College, he went on to receive his M.B.A. from the College of St. Rose. Brett’s background has consisted of holistic financial planning
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David D. Bauer, CFP®
Wealth Manager
David Bauer joined AllSquare Wealth Management in 2013. His comprehensive analysis and presentation skills following a 9-year career with General Electric in various Finance and Internal Audit capacities have proven very helpful to AllSquare Wealth’s clients.
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LAURIE ROZONEWSKI
Director of Client Services
Laurie Rozonewski has worked with firm principal Douglas Bauer for more than 20 years. With a keen attention to detail and strong work ethic, Laurie is primarily responsible for overseeing all client service requests.
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