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Dan McNulty, AIF®

Dan McNulty, AIF®

Director of Asset Management

As the Director of Asset Management, Dan monitors economic and market trends on behalf of our team of financial professionals. Dan also works closely with team members to assist clients in helping them work toward achieving their business and personal planning goals. Asset management plays an important role in variety of planning needs, including retirement, education, and survivorship planning.

Graduating from James Madison University in 1999 with a Finance degree, Dan's nearly two decades of experience in the profession has allowed him to gain invaluable knowledge of the economic and financial industry. Dan was tapped to lead the investment team in 2002. In July of 2016 Dan achieved the Accredited Investment Fiduciary (AIF®) professional designation. The AIF®, in today's climate of heightened fiduciary regulations and responsibilities, is projected to become one of the leading designations in the financial services field and a credential that clients will increasingly demand to see.

  • BA Finance - James Madison University
  • AIF® Accredited Investment Fiduciary
  • Member of Delta Sigma Pi
    - Professional Business Fraternity