D.B. Geehan

Experience

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  Active International

  Dec 1997 - Jan 1999

  Director, New Business Development

  Worked to uncover distressed assets and corporate trade opportunities at Fortune 1000 companies in the Airline, Energy & Utilities and Computer Hardware Manufacturing industries through aggressive research and diligent phones sales.

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  Northwestern Mutual

  Sept 1999 - Oct 2006

  Financial Advisor

  Primarily worked with near retirees, retirees and small business owners in the areas of investment management, income planning and insurance.

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  R.F. Lafferty & Co., Inc.

  Oct 2006 - Nov 2010

  Senior VP, Private Client Group

  As head of the Private Client Group at R.F. Lafferty & Co., D.B. was responsible for overseeing the build out and delivery of sophisticated financial planning and investment management solutions for the firm's most affluent clientele.

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  Brenton Private Wealth Advisors

  Feb 2011 - now

  President & Founder

  Investment advisory services offered through Independence Square Holdings LLC, a Registered Investment Advisor. Daniel B. Geehan is an Investment Advisor Representative of Independence Square Holdings LLC and the Managing Member of Brenton Private Wealth Advisors. Brenton Private Wealth Advisors is a separate entity from Independence Square Holdings LLC.