Meet your financial specialists.
Daniel appreciates how the firm partners with clients to achieve their financial goals. In his role, Daniel supports the overall team through maintenance of the firm’s portfolio management system.
Prior to SWP, Daniel was a Private Wealth Management intern at William Blair where he helped to maintain client portfolios. He also held an internship at Heritage Travelware as a Financial Analyst where he tracked sales, inventory, and profit margins for clients and products.
Outside of the office, Daniel enjoys skiing and playing pond hockey in the winter, especially in Vail, Colorado. In the summer, he enjoys fishing, golfing, going to Cubs games, and spending time with his family and friends. He is a fan of all the Chicago sports teams and loves taking care of his chocolate lab, Sheffield.
BS in Finance, Miami University