Daniel is a seasoned financial services executive with a deep understanding of financial market structures, complex products and risk management. Prior to joining The Schmitt Group, Daniel spent nearly two decades on Wall Street, holding leadership positions at investment bank Goldman Sachs, hedge fund Citadel, and big four consulting firm KPMG. With a wealth of experience and a commitment to excellent service, Daniel is dedicated to implementing effective strategies that help his clients build and grow their wealth.
Daniel’s interest in finance began at an early age when his father bought him a single share of Disney stock. This sparked his curiosity, and his passion for finance only grew from there. He went on to study at Pennsylvania State University Business School, graduating Summa Cum Laude, and Cornell University, where he earned his Master’s in Business Administration.
A distinguishing characteristic of Daniel is his commitment to actively listening to his clients. By truly understanding each client’s needs, Daniel is able to create personalized investment strategies that align with each client’s unique financial goals. Daniel places a premium on relationship building based on trust, transparency and delivering exceptional client service.
Whether you’re looking to increase net worth, save for college or retirement, establish or grow a business portfolio, or otherwise, Daniel can provide tailored guidance. His extensive experience, dedication to his clients, and passion for finance make him an exceptional Financial Advisor.
Daniel holds various certifications, including FINRA series 7, 63, 66, 57, SIE, and Life and Health Insurance. Outside of his professional life, Daniel is passionate about health and fitness, traveling, watching Penn State Football and UFC, winemaking, and spending quality time with his girlfriend and family.