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Biography

Daniel Johnson is an Associate in the Park Avenue, New York office. He is a member of the Wealth Management team, providing comprehensive financial planning and investment support to high-net-worth individuals and families.

Prior to joining Cerity Partners, Daniel was a Summer Analyst with the firm, where he supported advisors across a wide range of functions including client service, portfolio analysis, financial planning, operations, compliance, and market research.

Learn more about my practice.

Education

  • B.S. in Financial Planning and Wealth Management from Virginia Tech

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Principal & Client Experience Director

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California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

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Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.