Dan Chorney Transitions to UBS

UBS has welcomed Dan Chorney as a managing director and financial advisor. Chorney will be based in New York City, reporting to Market Director Kellie Brady. He specializes in guiding individuals and families on investment strategies, tax and estate planning, philanthropy, and family engagement. Chorney also has experience assisting founders and executive teams with the sale of private businesses and converting their net worth from private shares to liquid capital. Additionally, he serves as an advisor for private equity professionals, defined-benefit plan assets, and cash-balance plan assets of nonprofits and closely held businesses.

Chorney started his career as a Senior Stock Option Specialist at Merrill Lynch in 2002 before moving to Bernstein Private Wealth Management the following year. At Bernstein, he served as a Private Wealth Advisor before joining UBS. Chorney holds an MBA in Finance and Management from New York University. He also earned a bachelor’s degree in psychology from the University of Vermont.