Dan Bauer

Chief Investment Officer at

AllSquare Wealth Management LLC

Consumer Services

Finance

Profile

Mr. Daniel D.
Bauer is a Principal at AllSquare Wealth Management LLC.
He also serves as the firm’s Chief Compliance Officer and Chief Investment Officer.
He has over 18 years of experience in the financial services industry and his primary responsibilities include investment portfolio management, investment account trading, strategic financial planning and creating investment policy statements for individuals and organizations.
Mr. Bauer earned his MSFA, from the College for Financial Planning (2007) and Bachelor of Science in Statistics from Cornell University (2001).
He earned his Certified Financial Planner certification in 2013.

Dan Bauer active positions

Companies	Position	Start
AllSquare Wealth Management LLC AllSquare Wealth Management LLC Investment ManagersFinance AllSquare Wealth develops asset allocation targets for clients and implements those asset allocations via the use of passively managed investment vehicles (typically ETFs, open-ended mutual funds, and individual Treasury securities). The firm allocates asset classes to different account types in an attempt to optimize the tax-efficiency of the overall portfolio.	Chief Investment Officer	01/08/2010

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Private companies	3
The College for Financial Planning, Inc. The College for Financial Planning, Inc. Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cornell University Cornell University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
AllSquare Wealth Management LLC AllSquare Wealth Management LLC Investment ManagersFinance AllSquare Wealth develops asset allocation targets for clients and implements those asset allocations via the use of passively managed investment vehicles (typically ETFs, open-ended mutual funds, and individual Treasury securities). The firm allocates asset classes to different account types in an attempt to optimize the tax-efficiency of the overall portfolio.	Finance

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