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@tempoadvisors.com
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1 phone found area 508
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Daniel Traub is listed as Senior Financial Advisor at Montis Financial, based in Natick, Massachusetts, United States. AeroLeads shows a work email signal at tempoadvisors.com, phone signal with area code 508, and a matched LinkedIn profile for Daniel Traub.
Daniel Traub previously worked as President at Tempo Financial Advisors, Llc and Vice President, Client Services at Braver Wealth Management, Inc.. Daniel Traub holds Mba, Finance from Babson F.W. Olin Graduate School Of Business.
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Dan is a Senior Financial Advisor at Montis Financial. Dan’s responsibilities at Montis include investment management and retirement planning in addition to providing comprehensive wealth management advice.Dan is a 36-year veteran in the financial services and investment management industry. He began his career at Tandem Financial Services, which later became Braver Wealth Management. During his time at Tandem/Braver, Dan served in many capacities including Chief Investment Officer and Vice President of Client Services.In 2008 Dan founded Tempo Financial Advisors, LLC, where he served as President until joining Montis in 2024.Dan has had articles published in Technical Analysis of Stocks and Commodities, The Boston Business Journal, and Financial Planning Magazine. In addition, various traditional and on-line publications have quoted his views on financial issues and markets.Dan received a BA from Columbia University in New York and an MBA summa cum laude from The F.W. Olin Graduate School of Business at Babson College in Wellesley, MA. He lives in Natick, MA with his wife and two children. His charitable work includes serving as The Needham Golf Club Chairman to The Francis Ouimet Scholarship Fund, and he is involved in raising funds for the Hearing Loss Association of America (HLAA).
Listed skills include Wealth Management, Alternative Investments, Asset Allocation, Investments, and 17 others.
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Waltham, Massachusetts, United States
I am a Registered Investment Advisor located in Metro West Boston, providing investment management services to individuals, IRAs (traditional, Roth, Rollover), trusts, estates, charitable organizations, corporations, business entities, pension plans, profit sharing plans, and 401(k) plans.I offer three investment programs. My clients are professionals.
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Daniel Traub works for Montis Financial.
Daniel Traub is listed as Senior Financial Advisor at Montis Financial.
AeroLeads has found 2 work email signals at @tempoadvisors.com for Daniel Traub at Montis Financial.
AeroLeads has found 1 phone signal(s) with area code 508 for Daniel Traub at Montis Financial.
Daniel Traub is based in Natick, Massachusetts, United States while working with Montis Financial.
Daniel Traub has worked for Montis Financial, Tempo Financial Advisors, Llc, Braver Wealth Management, Inc., and Tandem Financial Services.
You can use AeroLeads to view verified contact signals for Daniel Traub at Montis Financial, including work email, phone, and LinkedIn data when available.
Daniel Traub holds Mba, Finance from Babson F.W. Olin Graduate School Of Business.
Daniel Traub is listed with skills including Wealth Management, Alternative Investments, Asset Allocation, Investments, Asset Managment, Mutual Funds, Portfolio Management, and Investment Advisory.
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