As a Consultant, Daniel works with the managing directors and directors to provide investment advice to wealthy individuals, families and foundations.

Daniel has over 5 years of experience in the investment industry. Prior to joining Altair, Daniel was a research analyst for Massey Quick and Co., a multi-client family office; and was a research assistant for the College of Wooster’s Endowment. Daniel’s experience includes due diligence on investment managers, and constructing and monitoring investment portfolios.

Daniel is a candidate for the Chartered Financial Analyst^®, (CFA^®), designation having passed the Level 1 exam in 2007.

Daniel graduated magna cum laude in Business Economics and Mathematics from the College of Wooster.