Daniel spent 20 years as a professional investor, living in New York City, Dallas (Highland Park), and now Greater Boston.  He is passionate about understanding the client's deeply specific characteristics that define success and happiness, now and in the future.  Daniel currently lives in Belmont with his four children and beautiful wife. He graduated from the University of Michigan with a degree in Computer Engineering and an MBA in Finance and Strategy. He loves reading, music, art, investing, following disruptive technology and trends, and trying to get his golf game back on track.