Client Advisory


Daniel is a Senior Associate in the New York office, where he assists Wealth Management advisors with the onboarding of new clients, transaction and account-related requests, ongoing client interaction and the preparation of periodic financial reports.

Prior to joining Cerity Partners full time, Daniel worked as a summer finance intern over three years at Morgan Stanley, working closely with the firm’s Wealth Management advisors. During his internship, Daniel gained advisory and analytical experience in addition to completing both the FINRA Security Industry Essentials exam and Bloomberg certification.


  • B.S. in Finance, Fairfield University

Q & A


Was there a specific incident in your life that made it clear you were made for this career?

I can’t say that there was a specific incident in my life that led me down this career path because I grew up in a household where finance was a focal point in my everyday life. My mother definitely shaped me into who I am today. I give all the credit to my family for inspiring me to pursue this career and I love everything about what I am doing today.

Why is your work important, especially today?

Having communication and social skills are important traits today because we have been isolated for the past 2 years and a lot of these skills seemed to have vanished. It’s crucial to be able to communicate and relate to others because this is how you build a healthy and thriving relationship, whether that’s with our clients or with my colleagues at the firm.

What should your clients know the most about you?

Clients should know that I work hard to ensure that I handle all requests and needs in a timely manner and to the best of my best ability. I, and the firm as a whole, will always put the clients first.

What does the world need now more than anything?

I think the world needs more people who put others before themselves because humility and hospitality can be hard to come across. We also need to focus on being courteous to one another.

Connect with Daniel

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