Senior Vice President–Wealth Management
Financial Advisor
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Wealth Strategy Associate
CFP®
Credentials
Client Associate
Daniel provides ongoing account maintenance and key operational support for the team.
Daniel previously worked at Goldman Sachs in the Private Wealth Management division servicing C-suite executives and ultra-high-net-worth clients.
A native of Los Angeles, Daniel received his B.S. in Business Economics from the University of California, San Diego.