Dan is part of the Wealth Management and Trust Services team for Byline Bank. He is responsible for the delivery of investment management, fiduciary and financial planning services to Byline’s high net worth individual, business, and non-for-profit clients.
Daniel Briscoe is a Wealth Advisor with over 15 years of experience across a wide range of investment, asset management, and banking services. As a Wealth Advisor, he has provided comprehensive financial management services to individuals, families, foundations, and endowments. Dan has expertise in investment management services, trust and philanthropic services, planned-giving, and wealth transfer strategies. With his deep experience and commitment to service, Dan develops a client profile, works to construct a long-term strategy, and implements a plan to help his clients meet their financial objectives.
Dan holds a bachelor’s degree from Northern Illinois University and completed the Certified Financial Planning program with Northwestern’s School of Professional Studies. Dan has been an active Community Educator with the Alzheimer’s Association since 2019 and lives in the Elgin area with his wife.