A principal of CooksonPeirce, Dan serves as the firm’s chairman, working primarily out of their Naples Florida office.

Dan joined the firm in 2002 after a 10-year career in the investment advisory business. He and his partners grew the wealth management firm from $180M to $3B over the past two decades.  Headquartered in Pittsburgh, PA, they have offices in Akron, OH, Naples, FL and Greenville, SC.  Dan is responsible for key client relationships and CooksonPeirce’s strategic planning, including the overall marketing effort.

Dan received a B.S. in business with a concentration in finance from Boston University, which he attended on a full Navy ROTC scholarship. After graduating, Dan served as an infantry officer in the United States Marine Corps. During his four years of active duty, he served in combat and was decorated during Operation Desert Storm. He received an honorable discharge in 1992 with the rank of captain.

He continued his education with courses from The American College, where he earned the Chartered Financial Consultant designation.

Dan has two grown sons, one living in NYC and the other in the DC/Maryland area.  Dan and his wife, Barb, live in Naples, Florida and take regular trips back to Pittsburgh throughout the year. When not spending time with his family or at work, Dan’s interests are traveling, riding his bicycle or Harley-Davidson, painting and going to concerts. He chairs the board of St. Barnabas Health System in Pittsburgh and co-chairs the Marine Corps Scholarship Foundation’s annual Steel City Awards Dinner.