Experts, Dedicated

A Guided Path Supports Your Long-Term Goals

Dan Gross

Managing Director

Dan Gross joined the firm in 2005, bringing 29 years of financial services experience to his role as a Managing Director. He is responsible for both individual and tax-exempt clients, and is a voting member of the firm's Investment Committee. Dan is also a partner of the firm. 

Dan spent 15 years at Scudder Investments, where he was also a managing director. At Scudder, he oversaw the firm's global product group and directed the AARP Investment Program, a $13 billion fund complex. Dan has held senior roles with other leading investment management organizations including The Vanguard Group and TIAA-CREF.

Dan received his BA in Economics with honors at Vassar College and earned his MBA, majoring in Finance, from the University of Pennsylvania’s Wharton School. Dan has been a board member of Wide Horizons for Children and served on the finance committees of the Evan B. Donaldson Adoption Institute and the Asperger's Association of New England (AANE). Dan lives in Wellesley, MA, where he serves on the investment committee of the town’s scholarship foundation.