Daniel joined Evans and Partners in 2009 and is an investment adviser and partner. He has been involved with the finance industry since 1999.
Prior to Joining Evans and Partners, Daniel was Head of Wealth Management at Citi Smith Barney and before that time spent seven years at Goldman Sachs JBWere running their Portfolio Services businesses.
Daniel focuses on managing portfolios on behalf of individuals, families, family offices and not-for-profit organisations. He helps clients determine objectives and sets investment strategies through well-considered asset allocation, portfolio construction and portfolio management.
He currently serves the Maccabi Australia Foundation and has previously served on boards such Maccabi Australia, the Leibler Yavneh College Executive and the board of Bendigo Bank Community Bank Branch in Caulfield Park.
Daniel has a Bachelor of Commerce from Monash University, is a Certified Financial Planner and holds an Accredited Derivatives Adviser Level 1 qualification.
Daniel completed the FASEA Financial Adviser Exam in September 2020.