Dan DiBuono, CIMA®, CRPC®

Dan DiBuono, CIMA®, CRPC®

Principal

Dan began his career in the financial services industry in 2011, serving as an investment portfolio analyst with BNY Mellon hedge fund, EACM Advisors.  He then transitioned into a financial advisory role at UBS Financial Services in Stamford, CT, where he worked for a large private wealth management and institutional consulting team until he decided to join Bailey & Beatty in 2017.

Dan works closely with Bailey & Beatty clients to help them understand their current financial situations and to develop a strategic, long-term wealth plan.  His areas of expertise include experience running multi-asset class investment portfolios, conducting market and investment due diligence and creating retirement scenarios for clients to ensure they are on track to meet their financial goals.

Dan graduated from Wake Forest University with a bachelor’s degree in business and enterprise management. He has also earned designations as a Certified Investment Management Analyst (CIMA®) through the University of Pennsylvania’s Wharton School of Business and a Certified Retirement Planning Counselor (CRPC®) through the College for Financial Planning. He holds FINRA Series 7 and 66 securities registrations and is insurance licensed in Life, Accident, and Health in Connecticut.

Dan lives in Stamford, Connecticut, and enjoys playing basketball, golf, and traveling.