1 month ago
A Quarter with More Questions than Answers
Rising inflation, the specter of higher interest rates, and the...
Financial Advisor,
Financial Planning
Daniel joined CAPTRUST from Cornerstone Capital Advisors in 2019. He serves as a financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives.
Prior to joining the firm, Daniel was a lead advisor and financial planning analyst for Cornerstone Capital Advisors. He graduated magna cum laude from Walsh University. There, he earned a Bachelor of Arts degree in accounting and finance and enjoyed being a member of the Walsh University track and field team, where he was a national qualifier. Daniel holds the CERTIFIED FINANCIAL PLANNER™ designation.
When not with a client, you can find Daniel spending time with his eight children and coaching his daughter’s track team.
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