Daniel Katz is a CFP® and Managing Partner at his firm Revolve Wealth Partners, which focuses in private wealth management – located in Hackensack, New Jersey, and Manhattan. Prior to launching Revolve, Dan developed his career in wealth management at Oppenheimer Funds and UBS. With 15 years of experience as an advisor, Dan offers clients his expertise in navigating risk, building diversified portfolios, and developing financial strategies. Additionally, Dan has a passion for uncovering unique opportunities in real estate and private equity – offering even greater diversification to his clients.
Dan played an instrumental role in establishing the Terrapin Professional Network and currently operates the Let’s Kick This: Charity Soccer Tournament which is heading into its 6th year running. Dan remains a dedicated TERPS fan – heading to Maryland multiple times a year for football and basketball games.
Dan holds a B.S. in Economics from the University of Maryland, College Park and is a licensed CFP. He currently lives in New York City with his wife Jill and his son Micah.