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Dan Donofrio Location
New York, NY, US
Dan Donofrio Work
Partner @ (March 2025 - Present)
Senior Principal @ (April 2024 - March 2025)
Principal @ (July 2023 - April 2024)
Vice President @ AJ Wealth (January 2023 - July 2023)
Senior Financial Analyst @ AJ Wealth (March 2022 - January 2023)
Wealth Advisor @ (March 2020 - March 2022)
Associate Wealth Advisor @ (January 2017 - March 2020)
Relationship Strategist @ (January 2016 - October 2016)
Wealth Strategist I @ (July 2014 - December 2015)
Junior Wealth Management Associate @ (November 2013 - July 2014)
Junior Financial Analyst @ (May 2013 - October 2013)
Human Capital Intern @ (October 2012 - May 2013)
Equipment Intern @ (May 2012 - September 2012)
Dan Donofrio Education
Lehigh University
B.S
2009-2013
Dan Donofrio Summary
Dan Donofrio, based in New York, NY, US, is currently a Partner at Cerity Partners. Dan Donofrio brings experience from previous roles at Cerity Partners and AJ Wealth. Dan Donofrio holds a 2009 - 2013 B.S @ Lehigh University. Dan Donofrio has 1 emails and 35 mobile phone numbers on RocketReach.
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