Daniel is an Analyst in Javelin’s wealth management practice. His research focuses on wealth management trends and strategy across platform automation, portfolio management, investment advisory and sustainable investing. He is a finance professional with experience in capital markets, wealth management, and retail banking. His areas of interest include ESG investing, financial technology, and robo-advisory.
Before joining Javelin, Daniel was a senior investment accountant at CIBC Mellon where he focused on valuation and financial reporting for ETFs and Mutual Funds. Daniel is a business graduate from the University of Toronto, where he specialized in Accounting and Majored in Economics.