Daniel is a Partner in the Houston office with over 20 years experience as a financial advisor. As a member of the firm’s Wealth Management practice, he is responsible for delivering investment and planning services to clients. He is committed to helping clients develop holistic financial plans to achieve personal and financial objectives.
Prior to joining Cerity Partners, Daniel was a Principal at Investec Wealth Strategies. Prior to joining Investec in 2003, Daniel started his career as a financial advisor with Prudential Securities in California.
Daniel received his BBA from the University of Texas in Austin. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Investment Management Analyst® (CIMA®) certification.
To give back to the community, he currently serves on the Board of Trustees and Finance Committee of The Shlenker School and recently served on the Board of Trustees for the Jewish Federation of Greater Houston. Daniel is also active in his children’s sports leagues where he coaches both their baseball and softball teams.
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