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Daniel H. Moskowitz, CFP®

Daniel H. Moskowitz, CFP®

President and Chief Investment Officer

Dan began his Wall Street career in 1988 after graduating from Springfield College with a BS in Business Management. Dan earned his Certified Financial Planner designation in 2001. Prior to joining with John Raab in 1998, he was with Bankers Trust Company in New York and specialized in trading and sales of fixed income investments. Dan has extensive knowledge of the fixed income markets and incorporates this in creating income strategies for our clients. He lives in Chatham, New Jersey with his wife and two children and is an avid golfer and youth sports coach.