Daniel is responsible, alongside senior advisor and team founder Robert Fanucchi, for aiding in the construction, maintenance and day to day management of the four model portfolios used to manage client assets and achieve their financial goals.
Daniel is also the team’s point person for financial and retirement planning needs and is responsible for the creation of the Wealth-Path Retirement Plans that help clients clarify their current situations and guide them through their life-long financial evolution.
Daniel is a happily married husband and father of two primary school aged children. He counts among his interest and passions, travelling, being outdoors, skiing and spending time with his children. He is also is known to enjoy a glass of single malt scotch in his down time, a spirit he learned to appreciate from his Scottish in-laws.