Broker Check

Daniel Martin

Partner and Chief Insurance Officer

Daniel Martin, a native of Pittsburgh, is a 1978 graduate of Kenyon College with degrees in Political Science and Physics. Dan has been a shareholder since 2001 and is a member of the firm’s Board of Directors. Mr. Martin has more than 25 years experience in the financial services industry with particular emphasis in the areas of asset management and wealth transfer strategies. He is a Registered Representative and Investment Advisor Representative with LPL Financial.

Dan is a member of the Diocese of Pittsburgh Planned Giving Advisor Board and serves as a Director of Chartiers Center, Inc.