During his tenure as the COO of Concord, and in his roles as the director of equity and fixed income operations, Dan developed investment strategies for clients and affiliated advisors throughout Concord's national system.


Dan has also served as the director of fixed income trading for a national broker-dealer, and as an institutional trading clerk on the New York Stock Exchange.


He is a former associate member of the National Council on Teacher Retirement, has been a contributing financial editor for several publications, and a frequent speaker at financial and investment-related seminars.  Dan holds numerous NASD licenses, and his professional designations have included Accredited Investment Fiduciary (University of Pittsburgh, Katz School of Finance), Certified Retirement Specialist (American Bankers Association) and Certified Estate Advisor (National Association of Financial/Estate Planning), in addition to being a Certified Tax Assessor (CTA).


In 2005, Dan received a gubernatorial appointment to the Monmouth County Board of Taxation, on which he served through 2013, including a term as the Board President.  In 2014, he became a partner of Realty Data Systems LLC (, one of New Jersey's leading providers of real property data collection services to local governments, and a technology licensor in the private sector.


He is an active volunteer in many charitable organizations, including the Little Silver, NJ Volunteer Fire Company, youth sports programs and his local school and church.





Dan has been involved in the financial industry in a wide range of capacities for more than 27 years, and is a managing partner of Panter and Kelly Financial. He is responsible for creating and monitoring investment strategies for high net worth individuals and corporate clients.


He previously served as the Chief Operating Officer of Concord Wealth Management, an investment advisory firm headquartered in Laurence Harbor, New Jersey.  

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Daniel M. Kelly