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MassMutual financial professional.

Daniel (Dan) Shermanemail

Daniel (Dan) Shermanemail


Lenox Advisors - 18 Floor

90 Park Ave. 18 Floor
New York, NY 10016

Professional Story

Daniel Sherman serves as an Associate at Lenox Advisors since 2024, based in our New York, NY office. His role involves assisting both individual and corporate clients. With a background in finance, Daniel previously worked at Morgan Stanley as a Financial Advisor and served as a Senior Portfolio Manager at Merrill Lynch. He specializes in guiding independently wealthy individuals to effectively plan their financial futures.

Daniel is an alumnus of the University of Denver, holding a bachelor’s degree in political science, and earned his master’s in business administration from NYU Stern. Outside of work, he dedicates his time as a volunteer firefighter and ocean lifeguard in Suffolk County. An enthusiast of long-distance running, tennis, and surfing, Daniel remains active during his leisure hours.

Daniel holds his Series 7, Series 63, Series 65, SIE, and Life & Health insurance license.

Education

NYU Stern (2005-2007)

Hobbies

Tennis, Surfing, Long Distance Running


Languages: English


Specialties:Insurance Strategies, Investment Strategies, Retirement Income Planning, Estate Planning, Financial Planning, Business Owners


Check the background of this investment professional on FINRA's BrokerCheck