Daniel M. Song, CFA®

Portfolio Analyst

Dan joins us with over a decade of industry experience as a financial adviser working with high-net-worth individuals, families, and businesses. During his career, he worked for firms such as Merrill Lynch and brings a wealth of industry knowledge and experience to WFP and its clients.

Dan graduated from Rutgers with a B.S. in Finance and holds the Chartered Financial Analyst® (CFA®) designation.

Dan resides in Bergen County with his wife Liz. He is an avid golfer, snowboarder, and surfer.

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