Daniel joined Baker Street Advisors in 2021, and works as a Manager on the Client Service Team. He is primarily responsible for providing financial planning and investment advisory services to our high net-worth families and their related entities.
Prior to joining Baker Street Advisors, Daniel worked as a Client Service Vice President at ClearBridge Investments in New York. Daniel began his career as an Analyst at Goldman Sachs supporting the Institutional Asset management business.
Daniel graduated with a Bachelor of Science degree in Business Administration with a concentration in Finance from the University of California, Riverside.