Daniel N. Romanow is a Senior Vice President and Private Wealth Advisor for Capital Group Private Client Services. He works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. He also helps nonprofit foundations and endowments to pursue their long-term financial objectives through effective planning and investment management.
Prior to joining Capital in 2012, Dan was a principal and financial advisor with AllianceBernstein. Before that, he served as a securitization analyst for Deloitte & Touche LLP. He holds a BS in finance from Lehigh University and is a graduate of Choate Rosemary Hall. Dan is a Certified Financial Planner,® a member of the Society of Trust and Estate Practitioners (STEP) as well as a member of The Estate Planning Council of New York.
He serves on the Board of The Young Wall Street Executive Committee of the UJA-Federation of New York and is based in our New York office.