
As an Executive Vice President at Seventy2 Capital, Dean takes a holistic and client-centered approach, focusing on long-term goals. He strives to make long-lasting relationships with his clients and manage complex financial lives with an emphasis on risk management and estate planning strategies. Dean works closely with business owners, retirees, and high-net-worth individuals.
Before joining Seventy2 Capital, Dean worked as a financial advisor for over 27 years at UBS Financial Services as a Senior Vice President and at Morgan Stanley. Dean received his bachelor’s degree from Norwich University, The Military College of Vermont. Outside of work, he enjoys spending time with his wife and four kids, boating, fishing, and occasionally golfing.
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