Dan Griffith, JD, CEPA
Title: Senior Vice President, Director of Wealth Strategy, Huntington Private Bank; Part Time Faculty
Dept/Program: GW Daverio School of Accountancy
Biography
Dan is the senior vice president and director of wealth strategy for Huntington Private Bank. In this role, he leads a team of advisors dedicated to advising ultra-high net worth clients, develops the intellectual capital of the Private Bank and educates clients and colleagues on planning techniques.
Dan began his legal career in private practice where his client work focused on estate and tax planning, complex trust administration, business succession planning and charitable giving. He left the law firm where he was a partner to become chief trust officer at a northeast Ohio-based community bank before joining the Huntington team. Dan received his bachelor's degree from the University of Mount Union and law degree from The Ohio State University.
As an attorney licensed in both Ohio and Florida, Dan has worked to develop legal innovations in the area of asset protection. He was instrumental in the creation of Ohio's Domestic Asset Protection Trust statute and continues to be active in the State Bar Association where he has just been named as President-Elect. Dan was also recently elected as a Fellow of the American College of Estate and Trust Counsel (ACTEC). Dan frequently speaks and writes on planning topics for a variety of professional and consumer audiences and has shared those insights in a number of media outlets, including Bloomberg TV and radio, the Wall Street Journal, Yahoo!Finance, Fox Business, Barrons, and the Celebrity Estates Podcast.
Dan also has a passion for community service, as reflected by his time on various charitable boards, as a former elected official, and as a university adjunct faculty member.
Valuable Insights:
- Asset Protection for business owners, professionals, and wealthy families
- Tax transfer strategies
- Multi-generational estate planning
- Business Succession Planning