Our Team

Daniel M. Lorio, CPA

Daniel M. Lorio, CPA, Senior Tax Associate

Daniel M. Lorio, CPA has over 10 years’ experience specializing in tax and accounting for high net worth and ultra-high net worth individuals and families.

He holds a BS in accounting from the Stillman School of Business at Seton Hall University. He enjoys playing golf, watching baseball and spending time with his daughter in Stamford, CT.

The client experience is of paramount concern. Aligning our concerns with those of our clients brings them peace of mind knowing they have a vigilant, proactive and dynamic team like ours behind them.

Experienced professionals

Helping clients realize their dreams through objectivity and personal accountability.