About Daniel
Daniel is a highly accomplished investment professional with extensive expertise in wealth management, private equity, and corporate finance spanning over two decades. He offers investment advisory services to ultra-high-net-worth individuals, entrepreneurs, and family offices located in Florida, prioritizing a deep understanding of their unique financial needs and goals. Furthermore, he has extensive experience working with offshore clients seeking capital markets and family office solutions. When not working, Daniel enjoys spending quality time with his wife, Katie, and their two boys. Family is of utmost importance to him, and he cherishes any opportunity to cook, play, and relax with them.
Education and Professional Milestones
-University of Pennsylvania - bachelor's degree in economics
-Active member of the CFA Institute and the CFA Society of Miami
Daniel is a highly accomplished investment professional with extensive expertise in wealth management, private equity, and corporate finance spanning over two decades. He offers investment advisory services to ultra-high-net-worth individuals, entrepreneurs, and family offices located in Florida, prioritizing a deep understanding of their unique financial needs and goals. Furthermore, he has extensive experience working with offshore clients seeking capital markets and family office solutions. When not working, Daniel enjoys spending quality time with his wife, Katie, and their two boys. Family is of utmost importance to him, and he cherishes any opportunity to cook, play, and relax with them.
Education and Professional Milestones
-University of Pennsylvania - bachelor's degree in economics
-Active member of the CFA Institute and the CFA Society of Miami