Daniel is a Portfolio Manager at AJ Wealth, where he assists in the day-to-day management of client portfolios and preparation of portfolio performance materials. Daniel also sits on the investment committee responsible for creating and researching various investment ideas and asset allocation themes. He also assists on the operational side of the firm, opening and maintaining client accounts and assisting clients with day-to-day transactions. As an undergraduate at Syracuse University, Daniel studied Finance and Information Management & Technology. Daniel graduated in 2016, having earned a B.S. in both fields of study. He holds his FINRA Series 65 license and has passed Level I of the CFA exam.