Daniel is the client service manager and operating officer for the international PCEF business at Brown Advisory. Since joining the firm in 2017 as a client service associate, Daniel has steadily advanced to his current leadership role, where he and his team are responsible for servicing private client relationships, including individuals, trusts, companies, and charities.

Daniel brings over two decades of experience in the wealth management and private banking sector. Before joining Brown Advisory, he spent nine years at UBS within their wealth management arm, progressing from Operational team lead roles to an assistant portfolio manager. He also spent eight years at Barclays Private Bank, where he served as a team lead within private banking operations, and four years at HSBC International specialising in settlements.

Education

  • Canterbury College, BS

Certifications

  • Investment Operations Certificate (IOC)

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