About me
Daniel recalls the difference a small stock gift from his grandmother made in his early twenties — and he has been passionate about the power of strategic, long-term financial thinking since. That’s why for each birthday and holiday, he makes a point to put money into an investment account for his son, nieces and nephews. He strives to help his clients think in a similar manner.
Daniel holds an MBA from the University of Southern California, where he was named a “Favorite MBA of 2018” for his leadership in helping the program achieve gender parity. After completing business school, he returned home to New York City. He lives on the upper east side with his aforementioned wife, Ava, his 2.5-year-old son, Asher, and his micro goldendoodle, Hobo. (Yes, he is aware that he is a walking cliché).
As a charismatic and analytical and creative problem solver, Daniel is passionate about helping others reach financial security, achieve their goals, and take care of their loved ones.
Outside of work, Daniel enjoys studying history, being a real life MacGyver — ask him to see the Halloween costume he made his son this year — a good gin and tonic, and spending time with an array of family and friends.
