Brown Brothers Harriman Private Banking Team Expands in Philadelphia

January 23, 2023
  • Private Banking

Private Banking adds to team focused on Private Businesses through Corporate Advisory and Banking/Lending Services

Philadelphia, PA, January 23, 2023 – The Private Banking arm of Brown Brothers Harriman & Co. (BBH) is pleased to announce the expansion and strengthening of its Corporate Advisory and Banking team in Philadelphia with the hiring of Dan Vereb. This is reflective of the firm’s deep commitment to Philadelphia and the mid-Atlantic region, its private business owners, and to their families.

Dan Vereb, a 25-year industry veteran has joined the firm’s Corporate Advisory and Banking team as Senior Vice President in the Philadelphia office. With strong relationships in the industry and across the region, Dan joins BBH from Santander where he was a Senior Vice President and Relationship Manager responsible for advising substantial middle market companies across a wide range of industries. In his new role, Dan will be focused on providing corporate banking, corporate advisory, and multi-family office support to private business owners and their families in the region, as well as helping BBH Capital Partners identify private equity investment opportunities.

"We are excited to have Dan join our team,” said Matt Levering, who leads Private Banking’s Corporate Advisory and Banking practice in Philadelphia. “Dan’s deep experience and relationship-focused-approach to serving private businesses and their owners will be instrumental in expanding our presence in the region.”

Throughout his career, Dan has been a trusted advisor to his clients and has worked tirelessly to deliver creative solutions to help them achieve their goals. Dan is a board member of the Philadelphia Chapter of the Risk Management Association and a graduate of Harvard College and NYU’s Stern School of Business.

“Dan's addition to the team represents our continued investment in serving the needs of private business owners in Philadelphia and across the mid-atlantic region," said Val Carlotti, Partner and Head of Corporate Advisory and Banking for Private Banking at BBH.

About BBH Private Banking

BBH Private Banking’s singular focus is helping our clients achieve their vision of success for their families, wealth and businesses. We seek to build long-term relationships with each client on a foundation of trust, leveraging our perspective and experience as an investor, advisor and capital provider for over 200 years to help clients accomplish their goals. We serve individuals, families, businesses and institutions, offering Multi-Family Office, Corporate Advisory & Banking, Private Equity and Endowment & Foundation Management solutions. For more information, please visit www.bbh.com.

About Brown Brothers Harriman

BBH is a privately held financial institution that has been a thought leader and solutions provider for over 200 years. The firm serves individuals, families, businesses and institutions in its three business lines: Private Banking, Investment Management, and Investor Services. BBH’s culture of accountability fosters deep and lasting relationships built on commitment, adaptability and trust. The company is independent, selective, and specialized by design.
BBH operates its global business out of seventeen offices located in New York, Boston, Beijing, Charlotte, Chicago, Dublin, Grand Cayman, Hong Kong, Jersey City, Kraków, London, Luxembourg, Nashville, Philadelphia, Tokyo, Wilmington and Zürich.

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