Daniel J. Thompson

Daniel J. Thompson Email and Phone Number

Principal at Union Bridge Capital | Integrated Financial Planning & Analysis @ Union Bridge Capital
800 Waterfront Dr,
Daniel J. Thompson's Location
Pittsburgh, Pennsylvania, United States, United States
About Daniel J. Thompson

I am the Principal and founder of Union Bridge Capital (UBC) and it’s subsidiary, Cantilever Wealth Management, LLC.UBC is an integrated wealth firm that focuses on the four core drivers of wealth-investment management, tax services, risk management and legal coordination for both our personal and business clients. Through our subsidiary, Cantilever Wealth Management, LLC, we also provide direct investment management for high net-worth individuals, endowments, philanthropies and pensions.Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 West Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080 Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 800, Littleton CO 80120, (303) 797-9080

Daniel J. Thompson's Current Company Details
Union Bridge Capital

Union Bridge Capital

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Principal at Union Bridge Capital | Integrated Financial Planning & Analysis
800 Waterfront Dr,
Website:
unionbridgecapital.com
Employees:
7
Daniel J. Thompson Work Experience Details
  • Union Bridge Capital
    Principal
    Union Bridge Capital Jan 1999 - Present
    Integrated wealth management firm which assists our clients with investment management, tax planning, risk management services and legal coordination.Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor.
    View
  • Cantilever Wealth Management, Llc
    Managing Member
    Cantilever Wealth Management, Llc Sep 2019 - Present
    Direct Investment of Individual/Institutional Clients, $1M Minimum

Daniel J. Thompson Education Details

  • University Of Pittsburgh School Of Law
    University Of Pittsburgh School Of Law
    Law
  • Washington & Jefferson College
    Washington & Jefferson College
    Business/Managerial Economics

Frequently Asked Questions about Daniel J. Thompson

What company does Daniel J. Thompson work for?

Daniel J. Thompson works for Union Bridge Capital

What is Daniel J. Thompson's role at the current company?

Daniel J. Thompson's current role is Principal at Union Bridge Capital | Integrated Financial Planning & Analysis.

What schools did Daniel J. Thompson attend?

Daniel J. Thompson attended University Of Pittsburgh School Of Law, Washington & Jefferson College.

Who are Daniel J. Thompson's colleagues?

Daniel J. Thompson's colleagues are Tristan Leopold.

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