Daniel joined Cornerstone Capital Advisors in April of 2012 as a member of our Portfolio Administration team, and over the past several years he has worked closely with clients as a Financial Planning Analyst. Under the direction of a Lead Advisor, Dan assists clients with the development of a financial plan to meet their short-term and long-term goals through investment, retirement, income tax, estate, and college planning.
Daniel graduated Magna Cum Laude from Walsh University in 2012 with Bachelor of Arts degrees in Accounting and Finance. He was elected the Outstanding Senior in Finance at Walsh University. Dan was a member of the Dean of Students Advisory Council for the Deville School of Business for three years. He was also a member of the Walsh University Track and Field team, where he was a National Qualifier. Dan earned the CERTIFIED FINANCIAL PLANNER™ designation in 2016 and the ACCREDITED INVESTMENT FIDUCIARY™ in 2017.