Daniel Shapiro
Daniel Shapiro has been a principal at New Vernon Wealth Management (formerly SF Investment Advisors) for over two decades filling a number of key roles in the organization including Chief Executive Officer, Chief Financial Officer and Chief of Compliance. During his tenure with the firm he has served as financial advisor and portfolio manager for numerous high net-worth clients. Dan has been instrumental in researching and selecting value oriented stocks across client portfolios. Dan earned his B.A. degree from the University of Iowa. FINRA Licensed - Series 7, 63, 65, 24, 53, 55, 79, 99