Dante joined our team in August 2025 as a Financial Advisor Assistant. He graduated from UConn in 2020 with a bachelor’s degree in finance. After college, he went to Northeastern University in Boston to receive his master’s degree in business analytics.
Dante started his work experience at Wayfair, where he was a senior financial analyst for four years in Boston. He brings along a strong analytical and strategic mindset and is excited to combine these skills along with his passion for helping people plan for financial independence. He is looking forward to learning and evolving into the wealth management industry and is actively pursuing his CFP®, CERTIFIED FINANCIAL PLANNER® certification.
Dante enjoys spending quality time with his family and friends, traveling around the world, and all things sports. He lives in Branford, CT with his fiancé, Olivia.