Dan Cronin

Dan Cronin currently serves as the Head of Advisor Relationships. Prior to this role, he was the Managing Director, Northeast Region, at Schwab Advisor Services, a division of Charles Schwab & Company, Inc., based in Boston. During his tenure at Schwab, he managed a team of professional relationship managers who served over 270 of Schwab’s RIA clients and frequently represented the company at RIA events across the Northeast. Cronin was also a key member of the original team at iCapital, where he was instrumental in establishing their RIA network and securing iCapital’s first enterprise partnership with Fidelity Investments. He holds a BA in Economics from the University of Massachusetts/Boston. Outside of his professional life, Cronin enjoys playing golf, cooking, exploring new restaurants, and spending quality time with his two sons, Daniel and Davis.