Senior Financial Advisor · MBA
Daniel J. Traub
Daniel J. Traub, MBA, is a senior financial advisor at Montis Financial. His responsibilities include investment management, retirement planning, and providing comprehensive wealth management advice.
Dan is a 36-year veteran of the financial services and investment management industry. He began his career at Tandem Financial Services, which later became Braver Wealth Management. During his time at Tandem/Braver, Dan served in various capacities, including chief investment officer and vice president of client services.
In 2008, Dan founded Tempo Financial Advisors, LLC, where he served as president until joining Montis in 2024.
Dan is a multi-year recipient of the Boston Magazine Five Star Wealth Manager Award, a testament to his dedication to providing exceptional financial guidance. His expertise has also been featured in articles published in Technical Analysis of Stocks and Commodities, The Boston Business Journal, and Financial Planning Magazine. In addition, various traditional and online publications have quoted his views on financial issues and markets.
Dan earned a BA from Columbia University in New York and an MBA, summa cum laude, from the F.W. Olin Graduate School of Business at Babson College in Wellesley, MA. He lives in Natick, MA, with his wife and two children. His charitable work includes serving as chairman of the Needham Golf Club for the Francis Ouimet Scholarship Fund and raising funds for the Hearing Loss Association of America (HLAA).
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