Daniela and her team believe in designing a wealth management strategy for each client, based on their circumstances, their priorities, their need for coordination amongst accountants and attorneys, and their desire for involvement. She goes the extra mile to ensure that no aspect of a family’s financial needs goes unmet, and by joining a boutique firm able to pick from the best of the best in the industry—the best advice, the best money managers, the best technology and operational platform—she believes she will be able to deliver on that mission better than ever before.
After six years working in accounting and institutional trading in The City, London’s financial district, Daniela got her start in private wealth management with JPMorgan Private Bank’s San Francisco office, where she spent ten years. She then joined Lehman Brothers as a Senior Vice President, becoming a Director at Barclays when they acquired Lehman’s wealth management division in 2008. During her time at Barclays, she was asked to be the inaugural Co-Head of the Investment Advisory Council, a group of senior investment representatives selected to advise the CEO and Senior Management of Barclays Wealth Americas on the platform, business strategy, and client experience.
A native of London, Daniela is a graduate of Durham University in the UK, where she majored in Mathematics and captained the university women’s rugby team. She is on the Board of Directors for Congo Voice and enjoys the outdoors and spending time with her family, both at home and in Tahoe.
B.Sc. with Honours, Mathematics (Natural Sciences), Durham University