Dan White is the Managing Partner and Co-Founder of Sestante Family Office. A CERTIFIED FINANCIAL PLANNER™ and holder of the Certified Investment Management Analyst® (CIMA®) designation, Dan employs a holistic, process-driven approach to understand each family’s needs, risk profile, and long-term objectives. His mission is to help families navigate financial complexity with clarity and confidence.
Dan began his career at Morgan Stanley, where he served as Senior Vice President and Financial Advisor for over two decades, advising high-net-worth families and developing investment strategies. In 2020, he joined Sestante Capital Advisors as Chief Investment Officer, and in 2025, he co-founded Sestante Family Office to deliver integrated and personalized wealth solutions.
He holds a Bachelor’s degree in Business Administration from the University of Arizona and earned the CIMA® designation through executive education at The Wharton School of the University of Pennsylvania.
With over 25 years of experience, Dan works closely with legal, tax, and estate professionals to provide tailored strategies that reflect each family’s priorities. He places a strong emphasis on tax-efficient investing and guides families in planning, navigating, and executing their philanthropic goals. Dan believes that in a world of growing financial complexity, the most consistent and effective outcomes are achieved through straightforward, transparent, and disciplined planning.