Daniel Sherman serves as an Associate at Lenox Advisors since 2024, based in our New York, NY office. His role involves assisting both individual and corporate clients. With a background in finance, Daniel previously worked at Morgan Stanley as a Financial Advisor and served as a Senior Portfolio Manager at Merrill Lynch. He specializes in guiding independently wealthy individuals to effectively plan their financial futures.
Daniel is an alumnus of the University of Denver, holding a bachelor’s degree in political science, and earned his master’s in business administration from NYU Stern. Outside of work, he dedicates his time as a volunteer firefighter and ocean lifeguard in Suffolk County. An enthusiast of long-distance running, tennis, and surfing, Daniel remains active during his leisure hours.
Daniel holds his Series 7, Series 63, Series 65, SIE, and Life & Health insurance license.