Dan Cronin
About Dan Cronin
Dan Cronin is the Head of Advisor Relationships, known for his previous role as Managing Director at Schwab Advisor Services and his contributions to iCapital's RIA network.
Current Role: Head of Advisor Relationships
Dan Cronin currently holds the position of Head of Advisor Relationships. In this role, he is responsible for managing relationships with advisors and ensuring their needs are met. His responsibilities include overseeing a team that provides support and enhances advisor experiences.
Past Experience: Managing Director at Schwab Advisor Services
Prior to his current role, Dan Cronin spent three years as the Managing Director for the Northeast Region at Schwab Advisor Services, a division of Charles Schwab & Company, Inc. Based in Boston, he managed a team of professional relationship managers who served over 270 of Schwab’s RIA clients. Additionally, he represented Schwab at various RIA events throughout the Northeast.
Founding Team Member at iCapital
Dan Cronin was part of the original team at iCapital. During his tenure, he played a significant role in establishing the RIA network. One of his notable accomplishments at iCapital included setting up the original enterprise partnership with Fidelity Investments.
Educational Background: University of Massachusetts/Boston
Dan Cronin graduated from the University of Massachusetts/Boston with a Bachelor of Arts in Economics. His education provided him with foundational knowledge that has supported his career in financial services and relationship management.
Personal Interests and Hobbies
Outside of his professional life, Dan Cronin enjoys playing golf and cooking. He also likes discovering new restaurants and spending quality time with his two sons, Daniel and Davis.