Daniel N. Furhman
Managing Director, Wealth Advisor
About Dan
Dan Furhman, CFP® has been helping successful individuals and families organize and simplify their financial lives for over twenty years. Dan’s practice is focused on working with clients addressing the management of concentrated equity positions and liquidity events such as the sale of a business, retirement, an inheritance, or participation in their employer’s equity compensation plans.
Through the resources available at William Blair, Dan provides his clients with access to proprietary growth strategies, tax focused concentrated position management, proprietary options strategies, alternative investment ideas, and comprehensive financial planning.
Professional Recognition and Awards
- Forbes Best-in-State Advisors 2020, 2022, 2023, 2024, 20251
1 The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
About William Blair
William Blair is a premier global partnership with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935Year William Blair was founded
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1,950+Employees worldwide
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154 billion+Client assets
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90+ YearsIndependent and employee-owned
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20+Offices worldwide
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650+Companies under coverage
As of December 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Equity.