Daniel joined Geometric Wealth Advisors in 2025. With a background in data analytics and teaching – and a longstanding passion for personal finance and investing – he pivoted into wealth advisory after seven years leading data, research, and business intelligence at the Relay Graduate School of Education. He made the career change with the desire to deepen and professionalize the advice he’d long offered to friends and family, and he chose Geometric because it was the only firm whose high professional standards and evidence-based approach matched his own.
Daniel specializes in serving Partners at Bain & Company and, more broadly, those who appreciate an analytically rigorous approach to financial planning.
Daniel lives outside Philadelphia with his wife and their three children. He enjoys palling around the neighborhood with his kids, especially riding bikes in search of the ice cream truck.