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Market Update | January 2023
A year ago, markets were coming off one of 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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