In a holistic and straightforward manner, Danie advises a select group of individuals and families on all aspects of their complex financial world. Prior to Summit Trail, Danie was a Vice President and Investment Representative in the Americas for the Wealth and Investment Management division of Barclays. She had joined Barclays in September 2008 as part of their acquisition of Lehman Brothers. Before her time at Lehman Brothers, Danie was a client service associate in the Private Wealth Management division of Morgan Stanley. Danie lives in Manhattan with her husband and two sets of twin daughters.
B.A., Communications, Philosophy minor, Fairfield University
MBA, New York University Stern School of Business