As a Portfolio Management Specialist at JFS Wealth Advisors, Daniel supports the investment committee, maintains accounts, and executes and reconciles trades across multiple custodians. He applies a detailed approach and technical knowledge to handling trades across clients’ portfolios.
Daniel earned his degree in Finance with a minor in Accounting from Robert Morris University, where his passion for investing and financial education took root. As a student, he played a key role in launching the university’s Student Investment Fund—an initiative that now allows students to gain hands-on experience managing real investment portfolios. His dedication to financial empowerment and attention to detail reflect his core professional values.
Before entering the financial services industry, Daniel ran his own lawncare business for over five years, where he developed strong leadership and operational management skills. He also gained valuable experience working at BNY Mellon, further refining his understanding of the financial services industry.
Outside the office, Daniel enjoys staying active—golfing, hiking, playing pickleball and tennis, and mountain biking. He’s also an avid cook and enjoys spending quality time with his fiancée and their cat.
