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Daniel Urban, QPFC, TGPC

Daniel Urban, QPFC, TGPC

Senior Vice President,
Financial Advisor

  • Denville, NJ
  • The Boys in the Boat and It’s a Wonderful Life
  • Steve Martin, Mel Brooks, and Abraham Lincoln
  • “One person can make a difference, and everyone should try.”
  • Attention to detail, empathy, and honesty

Financial Advisors

Daniel Urban is an institutional retirement plan advisor based in Warren, NJ.

CAPTRUST welcomed Daniel in 2021, and he currently serves as a senior vice president and financial advisor. Dan provides retirement plan advisory services to corporate and non-profit defined contribution plan sponsors. He is experienced in investment analysis and oversight, fiduciary process, plan design, fee benchmarking due diligence, and vendor selection and monitoring. Dan offers his clients valued industry perspective, experience, and expertise to thoughtfully guide their decision-making, while ensuring a prudent process and pursuit of their plan’s measures of success remain front of mind.

Dan joined CAPTRUST from Portfolio Evaluations, Inc. (PEI), where he served as senior financial consultant for the firm. He worked closely with clients on investment policy design, investment performance monitoring and evaluation, investment manager selection/due diligence, fee benchmarking due diligence, and vendor selection.

Dan earned a Bachelor of Arts degree in business and economics from Ursinus College. He is also an active member of the American Society of Pension Professionals & Actuaries (ASPPA) and holds the Qualified Plan Financial Consultant (QPFC) and Tax-Exempt & Governmental Plan Consultant (TGPC) Designations through ASPPA.

Outside of work, Dan enjoys spending time on the Jersey shore; rooting for the New York Mets, Jets, Rangers, and Knicks; and spending time with his wife, son, family, and friends.

Education

  • Bachelor of Arts degree in business and economics from Ursinus College

Industry Designations

  • Qualified Plan Financial Consultant (QPFC)
  • National Association of Plan Advisors (NAPA)
  • Tax-Exempt and Governmental Plan Consultant (TGPC)
  • National Tax-Deferred Savings Association (NTSA)

Awards & Recognition

  • Barron’s Top Institutional Consultants | 2020, 2021 (Portfolio Evaluations, Inc.)
  • 2021 PLANADVISER Top 100 Retirement Plan Advisers (Portfolio Evaluations, Inc.), 2021, 2019, 2018
  • National Association of Plan Advisors (NAPA), Top Defined Contribution (DC) Advisor Multi-Office Firm (Portfolio Evaluations, Inc.), 2020

Industry Involvement

  • Alumni Advisor, UCIMCO – Ursinus College Investment Management Company (Student-managed investment fund)

Memberships

  • Member, American Society of Pension Professionals and Actuaries (ASPPA)
  • Member, National Association of Plan Advisors (NAPA)
  • Member, National Tax-Deferred Savings Association (NTSA)
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