Daniel J. Mello Jr. is a trader and portfolio manager in Nixon Peabody’s Private Clients group and the Nixon Peabody Trust Company.
Dan has over 10 years of financial and operational experience and has been with Nixon Peabody Private Clients Group since 2012. Prior to joining Nixon Peabody, Dan was a senior relationship manager working with complex institutional and private clients within State Street’s Wealth Management division.
In addition to assisting with day-to-day trading of securities for our client portfolios, I also manage investment portfolios consisting of individual securities (stocks and bonds) and mutual funds for individual clients and families.
Consistent with our team’s philosophy for managing client assets, our investment approach is disciplined and focuses on adherence to the asset allocation guidelines designed to meet our client’s risk, return, and liquidity needs over an agreed upon time horizon.
Johnson & Wales University, B.A.
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