Daniel grew up in the Lakes Region of New Hampshire, in Moultonborough. As a graduate of Vassar College in Poughkeepsie NY, he majored in Economics earning his degree in the year 2000. While at Vassar he played on the Varsity Basketball Team from 1996-2000. From 2000-2007 he worked on Wall Street as an equity Portfolio Manager. From 2007-2011 Daniel was a Partner and Portfolio Manager at European Commodity Management in Bergen, Norway before returning to NH to raise a family with his wife Linn and their boys, Max, and Liam.
Daniel continues to play basketball, collect vintage cars, and enjoys Lake Winnipesaukee while residing in Moultonborough with his family.
Daniel is active in the community of the Lakes Region of NH. He has coached various sports teams and has served on various local boards and committees in the town of Moultonborough. One of his beliefs is that mentorship and positive encouragement can help young individuals as they make life decisions.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
