Daniel, an Associate Wealth Advisor at The Colony Group, supports a team of wealth advisors assisting with all aspects of our client relationships, including financial, investment and tax planning. He strives to help high net worth individuals, executives, and entrepreneurs maximize their financial resources and live meaningful lives.
Prior to joining The Colony Group, Daniel worked as an Investment Specialist at a financial advisory firm where he managed portfolios and developed financial planning solutions for individuals. Daniel also previously worked at BNP Paribas Asset Management where he helped large institutional clients with their fixed-income investments and currency risk management needs.
Daniel earned a Bachelor of Science in Accounting from SUNY Binghamton. He also holds the Chartered Financial Analyst® designation. In his spare time, he enjoys traveling, spending time with family and friends, and playing basketball and volleyball. Daniel is a proud Rhode Islander being born and raised there.