Director of Investments
Daniel is the Director of Investments for Blue Chip Partners. He is a Chartered Financial Analyst (CFA).
Daniel began his career in the financial services industry in 2015. Prior to joining Blue Chip in 2021, he spent six years at BlackRock in New York. At BlackRock, Daniel was a member of the US Income & Value Investment Team within the firm’s Fundamental Equities business. In this capacity, he conducted equity market research, generated and provided thought leadership to prospective and existing clients, and managed strategic initiatives on a global basis to position the Fundamental Equities business for growth. At Blue Chip Partners, Daniel will chair the firm’s Investment Committee, be intricately involved in all portfolio selection decisions, play a lead role in expanding the firm’s investment offerings, and be a part of the team that communicates how the firm is positioning its portfolios to reflect market conditions. Daniel is a Chartered Financial Analyst.
Daniel graduated with a Bachelor of Science in Finance with a minor in Spanish Language from the University of Dayton in 2015. He is a member of the CFA Institute and the CFA Society of Detroit.
In his spare time, Daniel enjoys golfing, playing squash, and spending time with his fiancée, family, and friends.
What is the most impactful place you have visited and why?
- The most impactful place I have visited is Japan. I had the opportunity to visit the country when I was young, and I was immediately struck by the methodical nature of everyone there. Things like riding an escalator or boarding a train were so efficient – even the way that food items were put together and displayed was incredibly precise, it was fascinating. Given this combined with the rich history and unique architecture the country has on display, Japan opened my eyes to a very different cultural experience than I was previously accustomed to.
If you could live (or time travel) in/to any part of the world’s history, what would it be?
- I have always said that I would love the opportunity to sit down with my grandparents when they were my age. Hanging out with them in a post-war United States would be an amazing experience.
Name two truths and one lie about yourself. (Don’t tell which is the lie)
- I am 50% Maltese
- I am a scratch golfer
- I have been sneezed on by an elephant