Daniel has been involved with the finance industry since 1999 and joined Evans and Partners in February 2009 as an Investment Adviser.
Prior to Joining Evans & Partners, Daniel spent 2 and a half years at Citi Smith Barney as Head of Wealth Management. Prior to Citi, Daniel spent 7 years at Goldman Sachs JBWere running their Portfolio Services businesses. Daniel focusses on managing portfolios on behalf of individuals, families and not-for-profit organisations. Daniel helps clients determine objectives and sets investment strategies through asset allocation, portfolio construction and portfolio management.
Daniel currently serves on the board of Maccabi Australia and previously served on both the Leibler Yavneh College Executive and the board of the local Bendigo Bank Community Bank (Caulfield Park).
Daniel is a Partner and holds the following qualifications:
- Bachelor of Commerce from Monash University
- Certified Financial Planner (CFP).
- ASX Derivatives accredited (Level 1)