Director, Client Advisory
As a director of client advisory, Daniel works with Crestone clients on a variety of customized and integrated wealth management strategies, including asset allocation and analysis, concentrated position management, portfolio planning and implementation, wealth preservation and transfer planning, and overall financial analysis.
Prior to joining Crestone, Daniel was a summer associate at Goldman Sachs within the investment management division. Before his role at Goldman, Dan worked with a variety of different Colorado companies including Aimco, HomeAdvisor & DownRiver Equipment.
Daniel received his Master of Business Administration in finance from the University of Colorado Boulder and his Bachelor of Science in economics from the University of Denver. He has been a proud Colorado resident since 2007.