Danny is a portfolio analyst lead and plays a key part in supporting and training new team members. He supports the investment process by executing trades, maintaining portfolio alignment with investment objectives, and ensuring operational accuracy across client accounts. He works closely with portfolio managers and advisors to implement strategies and support new client onboarding in accordance with model guidelines.
Before joining FLP, Danny was a licensed investment consultant at Merrill. He received his undergraduate degree in finance at The University of Rhode Island in May of 2019.
In his spare time, Danny enjoys golfing, visiting Block Island, and cheering on New England sports with friends and families.