Senior Portfolio Manager

Daniel is a Portfolio Manager and aims to help clients reach their goals by providing investment advice. He is a leading member of the investment committee, responsible for the day-to-day trading of all assets and helps to monitor holdings. He is a born & raised Tacoma native.

 

Education

  • BA in Economics from Whitworth University

How Daniel defines

Hard-Work:

“The dictionary is the only place that success comes before work. work is the key to success, and hard work can help you accomplish anything.”

~ Vince Lombardi

Professional/Community

  • Member of the Ambassador Board for the Emergency Food Network

When Not Working

  • Softball
  • Reading
  • Traveling