Daniel is the managing principal and founding member of Union Bridge Capital. He created the framework of UBC’s current integrated chassis and its blueprint, the Total Wealth EquationTM.
Daniel has spent the last 25 years as a practicing lawyer and financial advisor primarily to high-net-worth individuals and closely-held businesses.
MY GREATEST STRENGTHS
- As the youngest of eight, I learned early that perseverance, work-ethic, and morality are integral to running a successful client-centric firm.
YOU MAY BE SURPRISED TO KNOW
- I personally despise all financial services firms.
- Financial services
- Financial analysis
- Financial planning
- Retirement planning
- Wealth management
- J.D., University of Pittsburgh School of Law, 1995
- B.S., Washington & Jefferson College, 1993