Daniel
A Senior Strategic Advisor, Board Member, and Financial Services Executive dedicated to helping founders, investors, and leadership teams make high-stakes decisions with clarity, discipline, and institutional judgment. Drawing on 35+ years building, scaling, restructuring, and exiting regulated investment and operating businesses, Daniel brings deep expertise in governance, capital allocation, asset management, and strategic transition.
Founder and Managing Partner - Strategy
Core Expertise
Capital Architecture: Designing portfolio, manager-selection, and capital-allocation frameworks for complex investment platforms and institutional decision-making.
Governance Stewardship: Providing board-level oversight across CEO performance, financial review, strategic alternatives, risk management, and investor reporting.
Financial Platform Scaling: Building and leading regulated advisory, broker-dealer, SMA, and alternative investment platforms from founder-led growth to institutional scale.
Strategic Resolution: Leading acquisitions, handovers, wind-downs, debt resolutions, and stakeholder-protection strategies through complex transition points.
Global Market Judgment: Applying cross-border experience across U.S., European, and Asian markets to support market entry, regulatory translation, and strategic growth.
Education:
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BS: Mechanical Engineering, Stanford University
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MBA: Finance, UCLA Anderson School of Management