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.

As a Wealth Manager, Dan’s primary responsibility is to construct and manage customized investment portfolios that are in line with his clients’ goals and objectives. Additionally, Dan performs extensive research and analysis of the financial markets.

Dan received a Bachelor of Science degree in Industrial Relations from Ithaca College (1982), as well as a Master of Science in Taxation from SUNY Albany (1993) and a Master of Science in Wealth Counseling from the College for Financial Planning (1991).

Dan has aired on the FOX TV network as a guest discussing economic market conditions. He has also been quoted in several national publications including the Wall Street Journal. Dan volunteers his time on the Endowment Board of the United Jewish Federation, and as a youth soccer and AAU basketball coach. Dan resides in Guilderland, NY with his wife and four children.

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