Dan Kennelly

Dan Kennelly, CAIA has a diverse background in business development, wealth management, and account executive roles at various financial companies such as Abbey Capital Limited, AIG, Maxim Group, and Newbridge Securities Corporation. With experience in raising money in IPOs, managing high net worth client relationships, and obtaining necessary licenses, Dan has consistently driven sales growth and profitability throughout their career. A graduate of the University at Albany with a degree in Business & Communications, Dan's analytical and strategic approach has led to success in the financial industry.