Dan Silver

Co-Founder at Adviser Investments LLC

Dan Silver

Dan Silver

Co-Founder at Adviser Investments LLC

Biography

Dan co-founded Adviser Investments in 1994. He has bottom-line responsibility for the overall business, including marketing, sales, finance and new product development. In 2004, he was selected one of the Boston Business Journal‘s “Top 40 Under 40” business leaders. He serves as a director on several boards, including the Eastern Massachusetts Better Business Bureau. Dan has been profiled in Investment News magazine and appears regularly as an on-air commentator for New England Cable News. He is also a member of the Young Presidents Organization (YPO) and served as a Big Brother for 10 years. Dan earned a bachelor’s degree in history from Tufts University and an MBA from the University of Virginia’s Darden Graduate School of Business Administration. He resides with his wife and two children in Newton, MA.

Overview

Career Highlights

Adviser Investments LLC

RelSci Relationships

1508

Number of Boards

2

Number of Awards

1

Relationships

View Relationship Details

RelSci Relationships are individuals Dan Silver likely has professional access to. A relationship does not necessarily indicate a personal connection.

Daniel P. Wiener

Co-Founder at Adviser Investments LLC

Relationship likelihood: Strong

David Thorne

Founder, Director at Adviser Investments LLC

Relationship likelihood: Strong

James H. Lowell III

Chief Investment Officer at Adviser Investments LLC

Relationship likelihood: Strong

James H. Lowell II

Former Chief Investment Officer at Adviser Investments LLC

Relationship likelihood: Strong

James W. Verity

Portfolio Executive at Adviser Investments LLC

Relationship likelihood: Strong

Jeffrey DeMaso

Director of Research at Adviser Investments LLC

Relationship likelihood: Strong

Chris Keith

Senior Vice President, Fixed Income Manager at Adviser Investments LLC

Relationship likelihood: Strong

Richard Veidenheimer

Managing Director at Adviser Investments LLC

Relationship likelihood: Strong

Faina Schwartz

Controller, Director of Finance & Human Resources at Adviser Investments LLC

Relationship likelihood: Strong

Todd Peters

Portfolio Executive at Adviser Investments LLC

Relationship likelihood: Strong

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In The News

GlobeNewswire

April 2, 2019

Adviser Investments Named Among -Best Places to Work for Financial Advisers' by InvestmentNews

GlobeNewswire

December 11, 2018

ADVISER INVESTMENTS NAMED AMONG "BEST PLACES TO WORK IN MONEY MANAGEMENT" BY PENSIONS & INVESTMENTS

Washington Post Blogs

November 30, 2018

The Finance 202: Will Trump and Xi make a deal in Buenos Aires?

GlobeNewswire

December 30, 2016

ADVISER INVESTMENTS NAMED ONE OF "BOSTON'S BEST AND BRIGHTEST COMPANIES TO WORK FOR"

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You

Dan Silver

Co-Founder at Adviser Investments LLC

Education

Bachelor's in History

Tufts University

Tufts University is a private research university located in Medford/Somerville, near Boston, in the U.S. state of Massachusetts. The university is organized into ten schools, including two undergraduate programs and eight graduate divisions, on four campuses in Massachusetts and the French Alps. The university emphasizes active citizenship and public service in all of its disciplines and is known for its internationalism and study abroad programs.

MBA

University of Virginia - Darden School of Business

The University of Virginia Darden School of Business is one of the world's leading business schools, offering MBA, Ph.D. and Executive Education programs.The Darden School improves the world by developing and inspiring responsible leaders and by advancing knowledge.The unique Darden experience combines the case study method, the highest-ranked faculty whose research advances global managerial practice and business education, and a tight-knit learning environment to develop principled and complete leaders.

Memberships

Member

Current

Young Presidents' Organization

YPO (Young Presidents’ Organization) connects people with successful young chief executives in a global network unlike any other. Founded in 1950 in New York City by a young president named Ray Hickok, the organization unites approximately 20,000 business leaders in more than 120 countries around a shared mission: Better Leaders Through Education and Idea Exchange. A great deal has changed since YPO’s founding but certain things have remained the same: the value of a peer network and trusted mentors, the importance of ongoing education, and the need for a “safe haven” where issues can be aired in an environment of confidentiality. Over the past six decades, YPO has maintained its core commitment to these ideals while embracing change with each successive generation of young business leaders.

Career History

Co-Founder

1994 - Current

Adviser Investments LLC

Adviser Investments provides discretionary investment management services using an active asset allocation approach. For their core investment strategies, the firm's primary investment objective is to build diversified portfolios of mutual funds and ETFs that provide a balanced approach to investing in the stock, bond and alternative markets, given the individual investor's long-term and short-term risk tolerance and return objectives. For their tactical investment strategies, Adviser Investments' objective is to reduce portfolio volatility by limiting exposure to market downturns by trading into less volatile assets such cash and bond funds. The firm's tactical models use computer models and algorithms developed by their portfolio strategists to guide trading in these strategies.

Elected Manager/Chief Compliance Officer

2010 - Prior

Adviser Investments Acquisition Co. LLC

Adviser Investment Acquisition Co. seeks to build diversified portfolios of mutual funds and ETFs that will provide a balanced approach to investing in the stock, bond and alternative markets, when applicable, given the individual investor's long-term and short term risk tolerance and return objectives.

On-Air Commentator

Tenure Unconfirmed

New England Cable News

New England Cable News operates a cable news station. The company's programs include NewsNight with Jim Braude, Sports LateNight, New England Dream House, TV Diner, and HealthWeek. The company company is headquartered in Newton, MA.

Boards & Committees

Director

Current

Better Business Bureau of Massachusetts

TO PROMOTE AND FOSTER THE HIGHEST ETHICAL RELATIONSHIP BETWEEN BUSINESSES AND THE PUBLIC THROUGH VOLUNTARY SELF-REGULATION, CONSUMER AND BUSINESS EDUCATION SERVICE EXCELLENCE.

Member, Board of Overseers

Prior - 2017

Big Brothers Big Sisters of Massachusetts Bay

PARTNER WITH UNDER-RESOURCED FAMILIES PROVIDING THEIR CHILDREN WITH MENTORS WHO HELP THEM THRIVE.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci

$1,000 - $2,499

2018

West Suburban YMCA

SEE SCHEDULE O.

$1 - $999

2016

Second Step, Inc.

THE SECOND STEP IS A COMMUNITY OF SURVIVORS, ADVOCATES, AND VOLUNTEERS WHO FOSTER THE SAFETY, STABILITY, AND WELL-BEING OF THOSE WHO HAVE EXPERIENCED DOMESTIC VIOLENCE. WE PROVIDE COMPREHENSIVE SERVICES, INCLUDING SAFETY PLANNING, LEGAL ADVOCACY, COUNSELING, PEER SUPPORT, TRANSITIONAL HOUSING, AND OTHER ESSENTIAL SERVICES TO ADULTS, YOUTH, AND CHILDREN IN GREATER BOSTON AND METRO WEST.

$1,000 - $2,499

2013

Big Brothers Big Sisters of Massachusetts Bay

PARTNER WITH UNDER-RESOURCED FAMILIES PROVIDING THEIR CHILDREN WITH MENTORS WHO HELP THEM THRIVE.

Awards & Honors

2004

Boston Business Journal - 40 - Under 40

Other Affiliations

Dan Silver is affiliated with Adviser Investments LLC, Adviser Investments Acquisition Co. LLC, New England Cable News, Better Business Bureau of Massachusetts, Big Brothers Big Sisters of Massachusetts Bay

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Stay informed and up-to-date on your network with RelSci news and business alerting service. Nurture your network and further your business goals with smart intelligence on the people and companies that matter most to you.

Browse in-depth profiles on 12 million influential people and organizations. Find RelSci relationships, employment history, board memberships, donations, awards, and more.

Explore notable alumni from top universities and organizations. Expand your fundraising pool and make warm introductions to potential new business connections.

Harness the power of your relationships with RelSci Pro, the powerful platform for identifying relationship-driven business opportunities and connections that can propel your career forward.

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