A native of the Washington D.C area, Daniel moved to UK and joined LGT in 2022 to help develop the team’s Wealth Planning proposition for US connected private clients. Before moving to the UK, he spent over three years as a financial advisor in Charlotte, North Carolina with UBS Wealth Management.
As an American expat, Daniel brings both personal and professional experience in navigating the cross‑border complexities of managing wealth across the US and UK. He is passionate about helping clients through transatlantic relocations and has extensive experience advising globally mobile high‑net‑worth individuals, with a focus on tax‑efficient investment management and holistic financial planning.
In the UK, Daniel is a CERTIFIED FINANCIAL PLANNER™ and holds the Private Client Investment Advice & Management qualification as well as the CII Diploma in Regulated Financial Planning. In the US, he is also a CERTIFIED FINANCIAL PLANNER™, holds a Bachelor of Science in Finance from Christopher Newport University, and previously held FINRA Series 7 and NASAA Series 66 licenses.
In 2026, Daniel was selected as a Citywire Next Generation Rising Star, an awards program recognising standout young professionals shaping the future of international wealth management for US‑connected families.
Daniel lives in Cambridge with his wife. In his spare time, he enjoys exploring the superb London restaurant scene, travelling throughout Europe, cooking, and playing football locally.
