Dan Newberg, CFP®
Dan Newberg is a CFP® professional a 25-year veteran in the investment industry. At Berkeley Capital Partners, Dan advises clients on their investments and serves as Berkeley’s Chief Compliance Officer. Before coming to Berkeley Private Capital, Dan worked as a financial advisor at Smith Barney for 10 years.
Dan has also worked at the Chicago Mercantile Exchange on an institutional trading desk. After that, he worked on the floor as a proprietary trader at the Chicago Board of Trade. After his experience on the exchange floors, Dan worked within the trading and risk management division of Hedge Re and Hedge Financial Products in New York City.
Dan graduated from Lake Forest College, where he majored in economics and minored in business. Outside of work, Dan enjoys spending time with his wife and two daughters, and he has been a devoted Camp Sunshine volunteer for the past 22 years.