Daniel is a key member of IEM’s leadership team as he oversees IEM’s Investment Management and Financial Planning Departments as well as the Client Services Team. With his strong financial acumen, Daniel also serves as the firm’s CFO. Daniel helps clients by guiding the IEM Portfolios, shaping the IEM investment strategy and philosophy, and providing thought leadership for clients.
Education and Experience
Daniel has valuable industry knowledge and drive for continuous professional development. He has worked in roles that have included equity research and analysis, top-down macro-driven asset allocation, as well as comprehensive financial planning. He earned his Bachelor of Science in Economics and Political Science from the University of Wisconsin-Madison and completed his MBA at the University of St. Thomas, with an emphasis on Investments and Finance. He is a CFA® charter holder and holds the CAIA designation.
In his free time, Daniel enjoys working out, summers at his family’s cabin, and trying new breweries. He often daydreams of living in an RV and traveling around North America for a year.