OUR TEAM

DOUGLAS J. BAUER CFP®

DOUGLAS J. BAUER CFP®

Principal, AllSquare Wealth Management

Douglas Bauer has over 42 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®

DANIEL D. BAUER, CFP®

Principal, AllSquare Wealth Management

Daniel Bauer has more than 16 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

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

BRETT HARRIS

Senior Financial Advisor

Brett has more than 7 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®

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

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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