Designations and Licenses

Daniel is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Daniel provides clients with comprehensive wealth management services to help them achieve their goals. He also provides integrated planning and strategies for growing and protecting wealth.

Prior to joining Mariner, he was a senior relationship manager at Twelve Points Wealth Management. His core responsibilities were to to advise clients on asset allocation, portfolio construction, estate and tax planning as well as being the lead advisor for all broad financial planning considerations. Prior to that, he was client advisor for Fortis Management Group. Before that, he was a senior associate at Cambridge Associates where he specialized in managing portfolio liquidity, trading, performance reporting, as well as IPS compliance, cash management and operational due diligence for pensions, endowments and private families.

Daniel holds a bachelor’s degree in history from the University of Colorado and a Master of Liberal Arts in extension studies, field: finance from Harvard University.

Personal Interests

Daniel is passionate about the outdoors and loves spending time skiing, swimming, playing golf, cycling and spending time with his wife and children. He is an active member of the University of Colorado alumni association and the Harvard University alumni association. He is a fan of the University of Colorado football team, the Boston Bruins and the New York Jets.