Cornerstone Wealth Advisory LLC
Business Operations & Client Service Associate
Daniel’s experience in the financial industry, coupled with his organizational and interpersonal skills make him a valued part of the Cornerstone team.
With a keen eye for detail, commitment to delivering exceptional results and relentless work ethic, Daniel supports the team in the analysis and design of financial plans to maximize cash flows amidst macro uncertainties, overseeing the aggregation and organization of client data, and helping to serve clients with exceptional care.
Prior to working at Cornerstone Wealth Advisory, Daniel worked as an investor relations analyst, providing public companies with earnings support, investor targeting, corporate advisory, and transaction guidance.
Daniel received his Bachelor’s Degree in Finance and Capital Markets from Bentley University and is a CFA Level 1 candidate.
As a continuous student of financial markets, Daniel serves as an active member at the National Investor Relations Institute where he continues to expand his knowledge of capital markets, best practices in Corporate disclosures, governance, and informed investing.
In his spare time, Daniel spends a lot of time with his family, plays tennis, and attends sporting events.