Get to know the experience, philosophy, and day‑to‑day focus of our portfolio managers.
Dan Krstevski, CFP®
Director of Development and Client Services
Professional
Dan Krstevski handles diverse forms of client contact. He also works with our asset custodians on behalf of clients to make financial transactions easy and prompt. Dan holds the CERTIFIED FINANCIAL PLANNER™ designation. He previously worked at TD Waterhouse.
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