Prior to joining ProVise, Daniel most recently spent seven years in institutional equity research at Raymond James & Associates covering the Regional Bank and Real Estate Investment Trust (REIT) sectors. Prior to that, Daniel served in various institutional sales and trading roles across multiple asset classes at JPMorgan Chase & Co., Goldman, Sachs & Co., and Deutsche Bank AG. He currently serves on the Merrill Lynch Wealth Management Center’s Advisory Board at the University of South Florida as well as on the Board of Trustees for Real Church. He is also a member of the CFA Institute as well as the CFA Society Tampa Bay.
Daniel was born and raised in Tampa Bay. After a 4-year stint in New York City, he now spends his time enjoying the beautiful weather and outdoor activities that Florida has to offer, such as boating, golfing, and fishing. Daniel is also an active member in the community, volunteering with his church.
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