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Certifications & Education

  • M.B.A., Cornell University
  • B.S., Susquehanna University
  • Certified Financial Planner™ professional
  • FINRA Series 65 and Series 3

Affiliations & Memberships

  • Board Member

    Sigmund Weis School of Business at Susquehanna University

  • Board Member

    Philadelphia Outward Bound School

Previous Experience

  • Director, Co-Lead Family Vertical

    Hirtle, Callaghan & Co.

  • Director, Head of Select Desk Relationships

    Hirtle, Callaghan & Co.

  • Head of Client Service

    Hirtle, Callaghan & Co.

  • Vice President

    Executive Monetary Management

John D’Anna's Team