Dan Moskowitz

Dan Moskowitz Email and Phone Number

President and Chief Investment Officer at Chatham Wealth Management, get the attention you deserve. @ Chatham Wealth Management
Dan Moskowitz's Location
Chatham, New Jersey, United States, United States
Dan Moskowitz's Contact Details

Dan Moskowitz personal email

n/a

Dan Moskowitz phone numbers

About Dan Moskowitz

As President and CIO at Chatham Wealth Management, my goal is to work to ensure that every client feels like their prosperity is our priority. A million dollars used to be a fortune. We believe it should still be treated like one. At Chatham Wealth Management, every client is important and is treated as such. We are a team of investment portfolio management professionals with more than 35 years of experience who offer planning for the for the future, protection for your wealth and a personal touch to every client interaction. Get the attention you deserve at Chatham Wealth Managment. Reach out to learn more.

Dan Moskowitz's Current Company Details
Chatham Wealth Management

Chatham Wealth Management

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President and Chief Investment Officer at Chatham Wealth Management, get the attention you deserve.
Dan Moskowitz Work Experience Details
  • Chatham Wealth Management
    President And Chief Investment Officer At Chatham Wealth Management
    Chatham Wealth Management Aug 2000 - Present
    I am President and CIO at Chatham Wealth Management, a 20+ year boutique wealth management firm based in Chatham, NJ.At Chatham Wealth Management, each client is unique and every client is important. Our team works to ensure that every client feels like their prosperity is our priority.We work closely with a select group of clients who want fully customized, fiduciary advice and portfolio management from a team of accessible financial experts.As a fee-only organization, we avoid conflicts of interest that can arise within broker or sales-based management companies. Our clients take comfort in the fact that we have been putting their interests first since our founding in 2000.Planning for the future. Protection for your wealth. A Personal Touch for every client.That’s Chatham Wealth Management.https://www.chathamwealth.com/
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  • John Raab Investment Advisory
    Wealth Advisor
    John Raab Investment Advisory 1998 - Aug 2000
    Investment Advisory and Financial Planning firm catering to high net worth clients, trusts, & corporate retirement plans.
  • Fahnestock
    Managing Director
    Fahnestock 1996 - 1998
    Built successful institutional fixed income sales and trading team
  • Mabon Securties
    Vice President
    Mabon Securties 1993 - 1996
    Fixed Income Institutional Sales specializing in Mortgage Backed Securities, Corporate Bonds, and Gov't securities
  • Bankers Trust Company
    Associate
    Bankers Trust Company 1988 - 1993
    Institutional sales and trading of Government, Agency, and Mortgage bonds.

Dan Moskowitz Skills

Holistic Financial Planning Portfolio Management Fixed Income Investment Advisory Securities Bonds Strategic Financial Planning Trading High Net Worth Individuals Pensions Wealth Management Retirement Planning Investment Strategies Estate Planning Financial Advisory Investment Management

Dan Moskowitz Education Details

  • Springfield College
    Springfield College
    Business Management
  • Fairleigh Dickinson University
    Fairleigh Dickinson University
    Insurance

Frequently Asked Questions about Dan Moskowitz

What company does Dan Moskowitz work for?

Dan Moskowitz works for Chatham Wealth Management

What is Dan Moskowitz's role at the current company?

Dan Moskowitz's current role is President and Chief Investment Officer at Chatham Wealth Management, get the attention you deserve..

What is Dan Moskowitz's email address?

Dan Moskowitz's email address is da****@****mgt.com

What is Dan Moskowitz's direct phone number?

Dan Moskowitz's direct phone number is 1 973-635*****

What schools did Dan Moskowitz attend?

Dan Moskowitz attended Springfield College, Fairleigh Dickinson University.

What skills is Dan Moskowitz known for?

Dan Moskowitz has skills like Holistic Financial Planning, Portfolio Management, Fixed Income, Investment Advisory, Securities, Bonds, Strategic Financial Planning, Trading, High Net Worth Individuals, Pensions, Wealth Management, Retirement Planning.

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