Daniel joined One Capital Management in 2026 with more than 25 years of experience in portfolio management, equity research, and financial analysis. Prior to One Capital, Daniel spent 12 years as a Senior Portfolio Manager at TIAA. Before TIAA, he was a V.P. Portfolio Manager at U.S. Trust and a portfolio analyst at Bank of America.

Daniel is a Chartered Financial Analyst (CFA) and a CERTIFIED FINANCIAL PLANNER^® (CFP^®) professional. He holds a Bachelor of Commerce (Joint Honors Economics and Finance) from McGill University in Montreal, Quebec, Canada. He is a dual citizen of Canada and the U.S.