Managing Member
CurrentWe support our clients through life's complex financial decisions. Offering uncompromising service to the select clients that we work with.
Apr 2013 - Present
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Daniel B Borstein Email & Phone Number
Managing Member at Boon Capital Advisors
at
Boon Capital Advisors
1 work email found
@booncap.com
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✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Member at Boon Capital Advisors
Location
Highland Park, Illinois, United States
Company size
Who is Daniel B Borstein? Overview
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Quick answer
Daniel B Borstein is listed as Managing Member at Boon Capital Advisors at Boon Capital Advisors, a with 2 employees, based in Highland Park, Illinois, United States. AeroLeads shows a work email signal at booncap.com and a matched LinkedIn profile for Daniel B Borstein.
Daniel B Borstein previously worked as Managing Member at Boon Capital Advisors and Vice President, Financial Advisor, MBA, High Net Worth Advisory at Morgan Stanley Smith Barney. Daniel B Borstein holds Mba, Economics from John Carroll University.
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*@booncap.com
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Profile bio
About Daniel B Borstein
Boon Capital was created to change the status quo of the investment advisory business.You can expect an uncompromising client experience by working with Boon.Our job is to make you feel financially secure by supporting you through life’s complex financial decisions. Everything we do is focused on you - the client first! Rather than traditional advisors who may focus on themselves and the products and services that they offer. We put the focus on you through an ongoing 4 step process we call your “Boon Experience”.Specialties: SpecialtiesFinancial Security, Asset Management, Real Estate, Economics, Risk Management, Tax Efficient Strategies, Alternative Investments, Liabilities Management, Intergenerational Wealth Transfer.Public Speaking
Listed skills include Investments, Portfolio Management, Asset Management, Alternative Investments, and 20 others.
Current workplace
Daniel B Borstein's current company
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Boon Capital Advisors
4 roles · 31 years
Daniel B Borstein work experience
A career timeline built from the work history available for this profile.
Vice President, Financial Advisor, Mba, High Net Worth Advisory
Dan Borstein joined the Summit Group at Morgan Stanley Smith Barney and its predecessor firms as a partner in 2005. He has been in the financial services industry since 1996. Before becoming a Financial Advisor for Morgan Stanley Smith Barney in 2004, Dan worked at Goldman Sachs as a Regional Sales Director in the Institutional Advisory Services group.
Jul 2004 - Apr 2013
Regional Sales Director
Institutional ExperienceAt Goldman Sachs Dan was a Regional Sales Director in the Institutional Advisory Services group of the firm’s asset management division. He was one of 3 Regional Sales Directors representing the Institutional Advisory Services Group. The IAS team is dedicated to meeting the wealth management needs of insurance companies, asset managers, retirement plan providers and investment professionals. Public SpeakingDan travelled extensively representing Goldman Sachs, speaking to groups on topics including the economy and the markets. He worked closely with the portfolio management teams at Goldman Sachs in order to properly understand and to convey their message.
Oct 2000 - Jul 2004
Associate Vice President
Dan worked in the Fixed Income Sales group at Key Bank Capital Markets. He worked with portfolio managers and traders at various institutional funds including Merrill Lynch, Fidelity, and Vanguard. As a specialist in the Municipal Bond space, Dan excelled at analyzing investment portfolios, providing risk assessments, and working with clients to structure optimal fixed-income investment solutions.
1996 - 1999
~3 yrs
4 education records
Daniel B Borstein education
Mba, Economics
John Carroll University
Master Of Business Administration - Mba
Ba, Economics
University Of Illinois At Urbana-Champaign
Education record
University School
FAQ
Frequently asked questions about Daniel B Borstein
Quick answers generated from the profile data available on this page.
What company does Daniel B Borstein work for?
Daniel B Borstein works for Boon Capital Advisors.
What is Daniel B Borstein's role at Boon Capital Advisors?
Daniel B Borstein is listed as Managing Member at Boon Capital Advisors at Boon Capital Advisors.
What is Daniel B Borstein's email address?
AeroLeads has found 1 work email signal at @booncap.com for Daniel B Borstein at Boon Capital Advisors.
Where is Daniel B Borstein based?
Daniel B Borstein is based in Highland Park, Illinois, United States while working with Boon Capital Advisors.
What companies has Daniel B Borstein worked for?
Daniel B Borstein has worked for Boon Capital Advisors, Morgan Stanley Smith Barney, Goldman Sachs Asset Management, and Keybanc Capital Markets.
How can I contact Daniel B Borstein?
You can use AeroLeads to view verified contact signals for Daniel B Borstein at Boon Capital Advisors, including work email, phone, and LinkedIn data when available.
What schools did Daniel B Borstein attend?
Daniel B Borstein holds Mba, Economics from John Carroll University.
What skills is Daniel B Borstein known for?
Daniel B Borstein is listed with skills including Investments, Portfolio Management, Asset Management, Alternative Investments, Wealth Management, Fixed Income, Retirement Planning, and Risk Management.
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