Dan Brereton
About Dan Brereton
Dan Brereton is an Associate in the Private Client Group at Yieldstreet, where he has worked since 2022 in New York. He has a background in military service and finance, having held various roles at the US Army and UBS.
Work at Yieldstreet
Dan Brereton has been serving as an Associate in the Private Client Group at Yieldstreet since 2022. He is based in New York, New York, where he contributes to the firm's efforts in providing investment opportunities to private clients. His role involves working closely with clients to understand their financial needs and offering tailored investment solutions.
Education and Expertise
Dan Brereton holds a Master of Science in Financial Engineering from the University of Southern California, which he completed from 2018 to 2019. He also earned a Bachelor of Arts in Mathematics from New York University, where he studied from 2010 to 2014. His educational background provides him with a strong foundation in quantitative analysis and financial modeling.
Background
Dan Brereton has a diverse professional background, having served in the US Army in various capacities. He worked as an Assistant Logistics Officer for six months in 2014 and later held positions as a Platoon Leader and Company Executive Officer from 2015 to 2017. His military experience has contributed to his leadership and organizational skills.
Previous Experience at UBS
Prior to joining Yieldstreet, Dan Brereton worked at UBS for three years, from 2019 to 2022, as a Wealth Strategy Associate. He also completed a Wealth Management Internship at UBS from 2018 to 2019. His roles at UBS involved providing financial advice and strategies to clients, enhancing his expertise in wealth management.