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MassMutual financial professional.

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)

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Investment Strategies


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