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Daniel C
Warren, NJ
Covenant Asset Management, LLC
Daniel Connolly is a financial advisor with Covenant Asset Management, LLC, where he has worked for 13 years. He holds 36 years of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of advising, he owns a tax preparation and accounting services business. Covenant Asset Management serves affluent individuals, families, businesses, and non-profit organizations by providing portfolio management and financial planning services. The firm employs a growth-at-a-reasonable-price investment approach combined with fundamental and technical research, focusing on tax efficiency and risk alignment.
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