CFP®, Senior Relationship Manager
Dan Sharkey’s role as Senior Relationship Manager at Twelve Points Wealth Management is to collaborate with clients in every aspect of their financial lives. He also works with the financial planning team to perform client analyses and the business development group to identify new client markets.
With a proven track record of professional achievement, stellar relationship management, and creative solutions to achieve business objectives, he is known for his ability to think strategically and implement effectively.
Dan has built his career in pursuit of intellectual curiosity. Intrigued by the hows and whys of financial planning, he spends a considerable amount of time reading financial planning methodology and academic financial theory, doing investment research, and studying asset allocation and tax strategies. He strives to incorporate those ideas and concepts into everything he does with both clients and internal business management.
Before joining the Twelve Points Wealth Management (TPWM) team, Dan spent 11 years working in financial services. He began his career at New York Life Insurance Co. in New York City, serving high net worth individuals and families. After attending graduate school, Dan spent four years at Cambridge Associates, both as part of the client investment team and working internally on firm strategy. Most recently, Dan worked at Fortis Management Group as a client advisor for ultra-high net worth families, dedicated to advising and managing every aspect of their financial lives, including estate, insurance and financial planning. Dan has also helped clients achieve their philanthropic goals.
His academic pursuits started at the University of Colorado, Boulder, where his love of the mountains first began. He has a Masters in Liberal Arts, Finance, from Harvard University and is currently completing coursework at Bryant University in pursuit of his Certified Financial Planning designation.
Dan spends most of his time outdoors, skiing, golfing, cycling and spending time in New Hampshire at Squam Lake. Dan lives in Reading with his wonderful wife, Shawna, and their son Liam.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services.