Associate, Client Advisory
Daniel supports Client Advisory in implementing and managing client portfolios, managing concentrated positions, and performing general financial research and analysis.
Prior to joining Crestone, Daniel was a Summer Associate at Goldman Sachs within the investment management division. Before Goldman, Dan worked with a variety of different Colorado companies including Aimco, HomeAdvisor & DownRiver Equipment.
Daniel graduated with his Masters in Business Administration from the Leeds School of Business at the University of Colorado at Boulder. He is also an alumnus of the University of Denver, and has been a proud Colorado resident since 2007. Daniel is a FINRA Registered Representative holding Series 7 and 66 licenses.
What do you love most about being part of Crestone?
The people! Everyone at the firm is highly talented and dedicated to providing the best service and experience for our clients.
What is a personal achievement you are proud of?
In the winter of 2018, I completed the Grand Traverse; a 40 mile ski mountaineering race from Crested Butte to Aspen with over 6,800 feet in vertical gain.
What do you enjoy most about wealth management?
I love being at the intersection of the investment markets and the community. This cross section provides a unique insight into the macro economy and micro community. On top of that, I really enjoy meeting new people, forming lasting relationships, and having the opportunity to make a lasting impact on people’s lives.