Dane Hardee

Senior Investment Associate

Dane Hardee helps our clients on their journey toward achieving their financial goals.  He does this by coordinating our personal financial planning and investment management process for our clients. Dane works closely with our clients updating and adjusting their financial plans and investment strategies to account for progress and changes in their lives. This helps keep our clients focused on the best financial path for reaching their most important goals.

Prior to working at our firm, Dane worked at State Street Bank where he worked on the institutional side of money management. He attended the University of South Carolina and graduated from Berklee College of Music with a BS in Performance and Professional Music.  Dane enjoys playing guitar, seeing live music, and is a big college football fan.

Phone 617-728-7448