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MEMBER PROFILE

 

Daniel Tisser

The Colony Group

 

Member profile details

Membership level
Long Island Emerging Professional (39 & Under)
First name
Daniel
Last name
Tisser
Title
Senior Wealth Advisor
Company
The Colony Group
 

CONTACT INFORMATION

City
Babylon
State
New York
 

PROFILE INFORMATION

Call me when
Specialized comprehensive wealth management services are needed for business owners who are contemplating a sale, or have just exited a business.
Why I/we support XPX
Looking to learn from, and add value to, the local exit planning community.
Profession
  • Wealth Manager
Functional Expertise
  • Business management
  • Capital markets
  • Cash flow enhancements
  • Cash management
  • Charitable giving
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Financial Modelling
  • Investments
  • Lending
  • Private equity
  • Private placements
  • Retirement
  • Risk management
  • Strategic planning
  • Tax
  • Trusts
Client Industry(ies)
  • Agriculture/Mining
  • Consumer Services
  • Financial Services
  • Media and Entertainment
  • Real Estate/Construction
Professional Certification(s)
CFA, CFP, CEPA
Transition Planning Certification or Methodology
CEPA
In Business Since
2013
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