Dan Brady

Hi there 👋🏼 I'm Dan, an experienced professional with over 25 years in institutional trading and investing. My expertise lies in investment allocations, helping clients overcome financial challenges, and understanding their unique needs.

As a financial advisor, I prioritize building strong, trusting relationships through empathy, open dialogue, and a deep connection. Regardless of financial standing, I am dedicated to assisting clients in achieving their goals. Let's embark on this journey together!

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Rye, New York

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How DAN works with clients

As a financial advisor, I prioritize building strong, trusting relationships through empathy, open dialogue, and a deep connection.

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How can I help?

Investment Management

STRATEGIC, DATA-DRIVEN INVESTING TO TARGET AMBITIOUS RESULTS
End-to-end investment management including a focus on environmental, social, and governance (ESG) investing. My specialty is in helping clients invest in companies that align with their values, while still seeking to generate strong returns.
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Financial Planning & Analysis

Take control of your financial future
Personalized wealth management helps our clients grow and protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
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Post-Divorce Planning

NAVIGATING FINANCES AFTER DIVORCE
Prepare yourself for your financial journey and navigate towards a life that you may not have even imagined possible after divorce.

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Get to know Dan

Dan brings 25+ years of experience in financial services together with a wide depth of financial acumen and differentiated perspective given his prior experience as both an institutional trader and sales trader. This background enables him to help guide clients through the full spectrum of financial concerns. Having invested through the bull and bear markets, he understands the importance of the big picture and that times of uncertainty can often be times of opportunity. In today's environment of economic and political uncertainty, clients need a financial compass - an experienced and trusted advisor who can help them navigate toward their financial futures with greater confidence.

Dan works with a broad spectrum of clients, including professionals, private equity executives, small business owners, and other successful individuals and families. While each client has their own unique financial goals, they all have one thing in common: appreciating the value of advice from a trusted, experienced advisor who has been through decades of boom and bust cycles.

He currently lives in Rye, New York, with his wife, Christine, and their four children, Ella, Logan, Connor, and Charlie.

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What are your areas of expertise?

With a background in institutional trading and investing and over 25 years of experience, I am an expert in investment allocation. Beyond technical expertise, I excel in addressing the emotional aspect of financial planning. My compassionate approach, particularly evident in assisting divorcees, underscores my commitment to guiding clients through the emotional components of their financial journeys.

On the flip side, my expertise lies in the emotional aspect. I've discovered that this is a business with two complementary dimensions. I'm there to guide my clients to whatever their goals may be like retirement, but I found that the emotional component of the business is just as important. Recently, I’ve started building a niche practice working with divorcees. Many of my female divorced clients, who may have never before taken charge of their finances, experience a mixture of fear, worry, and sometimes even trauma. It is during these moments that I have found my support to be invaluable. I reassure them that everything will be alright, offering the reassurance of having an experienced professional by their side, equipped to help them navigate towards a life they may not have even considered possible after divorce.

What is your typical client profile?

I work with clients ranging from a net worth of $2 million to the high tens of millions, covering individuals aged 30 to 65. I manage a varied AUM profile, ensuring tailored solutions for each client. My emphasis is on inclusivity, avoiding a one-size-fits-all approach, and demonstrating a commitment to meeting clients at their unique financial positions.

Is there a unique approach you take With Clients?

My journey, marked by overcoming financial challenges after my parents' divorce and my mother's subsequent illness, forms the foundation of my unique client approach. My ability to empathize, educate, and connect intimately with clients sets me apart. My commitment to ensuring an open dialogue, regardless of the client's financial standing, fosters a strong, trusting relationship.

I think because of where I am in life, as a father and husband with four children, a mortgage, life insurance, and a will, I'm understanding of almost everybody's situation because I'm living it. I'm living it as well as my clients are living it and I think that connection is super important.I think there's a certain amount of intimacy that comes with being a financial advisor. I don't want any of my clients to be afraid to ask me a question or to tell me something that needs to be shared. That intimate connection is so important to make this a successful relationship between me and my client. And I think I am very good at crossing that bridge because I've been through all of it.

And that goes for a client that has $500,000 or $200,000 with me, all the way up to a client that has five or ten or north of $5 million with me. Everybody has the same fears. Everyone has the same worries, and everyone has the same goals. They all want to live a life that they are comfortable with.

WORKING WITH SAVVY

Savvy has been a wonderful experience. It's everything and more than I could have expected when coming over, especially the powerhouse tech part of the firm where we built platforms internally with the advisor's guidance. It's a team effort. So the tech team doesn't just build something because they thought it would be good, they built something excellent while working with the advisor hand in hand.

The support that we get operationally is the best I've ever had in the business. The leadership has been wonderful. The closeness of the group has been more than anything I could have expected. As I've said, Savvy is a place where everyone's pulling their oars in the same direction. We all have the same goals. There are no closed doors at Savvy. If there's a question or a concern, you know where to get the answer. It has been just a wonderful, wonderful experience so far. I couldn't be happier.

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