Daniel Oglebay is a Partner at Traditions Wealth Partners, joining the firm in 2019. Daniel started his career in corporate finance before discovering that in order to help his clients, he needed to operate in an independent space. He works to identify financial goals and concerns of his clients, illustrate what is being done to reach client goals and deal with their concerns, then identify any gaps and offer solutions to fill them.
Daniel was born in Syracuse, NY, and has remained there his entire life. Outside of the office, Dan enjoys spending time and volunteering at the local YMCA, playing basketball, golfing, enjoying the great outdoors, and traveling. Physical activity and health are a major focus in Dan’s life. With fitness as his focal point, physical and mental wellbeing have acted as catalysts to a healthier body and mind. Dan has channeled that wellbeing into increased energy levels, which he puts back into his practice.