“I believe that true wealth management starts with a deep understanding of what matters most to each client—their unique goals, risk tolerance and lasting legacy. My mission is to provide clarity, confidence and tailored strategies that empower families to make the most of their wealth, both now and for future generations.”
Daniel is a seasoned financial advisor with a passion for helping families navigate complex financial lives and build lasting confidence in their future. With over a decade of experience in the industry, which he entered in 2011, Daniel brings a unique combination of analytical thinking and a genuine desire to make a positive impact on people’s lives. His career in financial services has been driven by a desire to combine strategy and human connection, and he has worked with numerous families to align their wealth with their goals and values. Daniel’s professional journey has included a tenure as vice president of executive wealth at Goldman Sachs, where he honed his skills in wealth management and financial planning. He holds a JD law degree from St. John’s University and passed the Series 7 and 66 exams. He also holds life and health insurance licenses, as well as being bar licensed in New York and New Jersey.
As a financial advisor, Daniel’s primary goal is to bring clarity and confidence to every financial decision his clients make. He takes the time to understand what truly matters to each family and develops tailored strategies to help them grow, protect and purposefully use their wealth across generations.
