A native of the Washington D.C area, Daniel joined LGT in 2022 to support the team’s Wealth Planning proposition and US connected private clients. Before moving to the UK, he spent over three years as a financial advisor in North Carolina with UBS Wealth Management. As an American expat, Daniel brings both relevant personal and professional experience in navigating the cross-border complexities of managing wealth across the US and UK. He is experienced in advising high net-worth individuals, specializing in tax-efficient asset structuring and holistic financial planning.
Daniel is dual qualified as a CERTIFIED FINANCIAL PLANNER™ in both the United States and United Kingdom. In addition, he holds a Bachelor of Science in Finance from Christopher Newport University.
