Dan Sirota

Wealth Manager, First Republic Private Wealth Management
New York

Dan Sirota

Wealth Manager, First Republic Private Wealth Management
New York
  • Wealth Management Experience Since 2000
    Daniel Sirota is a Senior Vice President and Wealth Manager with First Republic Investment Management. Before joining First Republic in 2022, Mr. Sirota was a Senior Vice President with Merrill Lynch Wealth Management, which he joined in 2001. He focuses his practice on helping clients achieve their best life by creating and implementing goals-based planning and investment strategies.
  • Community Involvement
    Active in his local community, Mr. Sirota has served on the board of directors for the Juvenile Diabetes Research Foundation for the Westchester Chapter. Mr. Sirota has also served as a board member for the Cornell University Alumni Association of Westchester.
  • Professional Designation
    He holds the Chartered Retirement Planning Counselor (CRPC®) designation in addition to the Certified Plan Fiduciary Advisor (CPFA) designation.
  • Education
    Mr. Sirota earned a Bachelor of Science degree from Cornell University and a Master of Business Administration degree and a Master of Public Health degree from Columbia University.
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