Dante is responsible for data analysis, investment administration, alternative investment reconciliation, and custodial trading. He also collaborates with the wealth advisor team to provide portfolio reporting and accounting.
Dante enjoys spending time with his family and playing golf. He was a member of the Lehigh football team for five years, each of which he served as either a captain or member of the team’s leadership council.
Education and Designations:
- Lehigh University – B.S. in Finance; Master’s in Business Analytics
