Daniel Cronin Email & Phone Number

Boston, MA, US

Lead and collaborate with Anchor Capital’s seasoned investment professionals to amplify the firm’s wealth management solutions for HNW and UHNW individuals and families.

Menlo Park, CA, US

Led the RIA/Multi Family Office sales and relationship management effort for Silicon Valley based fintech startup that provides advisors and global family office investors unique access to some of the most iconic venture capital and private fund GPs focused on fueling America’s dynamic innovation sector.

Westlake, Texas, US

People leader for the premier Registered Investment Advisor (RIA) custodian in its most competitive territory. Leveraged extensive knowledge of RIA custodians, asset managers, and industry-focused firms to provide insights, growth strategies, and best practices to RIA clients and business partners. Represented Schwab AS at exclusive client events in the.

St. Petersburg, FL, US

Delivered insights about RIA market for family office and jumpstarted static RIA Professional Management business. Represented TruClarity services to breakaway advisors. Created firm awareness via custodian and RIA industry outreach.

New York, NY, US

One of the original sales leadership hires for “Forbes Fintech 50” company founded to bring together general partners raising funds with independent advisors interested in alternative investment solutions for their valued clients. Worked collaboratively with iCapital leadership team to market private funds, hedge funds, and custom feeder funds into a.

Developed new and existing business for the 16 independent investment boutiques owned by BNY Mellon Investment Management with leading RIA practices throughout the US. My role specifically focused on representing BNY/Dreyfus Investment affiliates to the largest RIA firms in the country including Professional Asset Managers (PAMs,), Turnkey Asset Management.

Recruited by President of RBC Correspondent and Advisor Services (CAS) to lead business development for start-up RIA division. Initial focus on preparing the RBC platform for top-tier RIA clients. Served as one of two key executives to educate retail brokerage division (RBC Wealth Management) about opportunities to gain market share and custody assets from.

Boston, MA, US

New business/relationship development for Fidelity IWS's Custody, Brokerage and Technology platform to SEC Registered RIA firms with at least $500M in TAUM. Territory includes Southeast and Mid-Atlantic regions.

Boston, MA, US

Regional Vice President (RVP) reponsible for managing a national team of 8 VP's selling Fidelity's RIA custody & brokerage platform to independent RIA-Asset Manager firms.

Boston, MA, US

Served as VP of sales for Fidelity's RIA custody business with a focus on New England. Developed new relationships with more than 60 firms during this 8 year period. Total assets tranferred onto the Fidelity platform from these firm's totaled in excess of $6 Billion over the 8 year period. These firms now generate significantly more than $5MM in annual.

Responsible for selling Fidelity mutual funds to Independent RIA firms based in the Northeastern U.S.

San Francisco, CA, US

Responsible for selling Schwab's custody and brokerage platform to independent RIA firms in New England.