Daniel joined J. Mitchell & Associates in 2004 after spending several years with other leading financial institutions. He oversees the firm's investment portfolios and works closely with various research institutions. Daniel is a frequent guest on the firm's radio program and contributes a weekly column to the San Diego Business Journal. His professional designations include FINRA Series 7 and 63. Prior to joining J. Mitchell, Daniel worked with Nicholas-Applegate Capital Management as well as other asset management firms, including Wells Fargo Bank. His expertise with wealth management strategies allows J. Mitchell & Associates to develop sophisticated strategies and models to assist the firm's growing institutional and high-net-worth clients.
