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Daniel M. Hart

Daniel M. Hart

Account Administrator

Daniel Hart is the newest member of our team. Daniel’s main duties consist of the onboarding of new clients, portfolio research and fact finding. He is also deeply involved in custodian and account management, digital marketing and CRM development, as well as his day to day administrative tasks. Daniel is pursuing his Insurance and Series 65 Licenses with the goal of becoming a distinguished Financial Professional in the industry.

Prior to joining the firm, Daniel attended The University of Arizona where he earned a bachelor's degree in Economics and a minor in Finance.  At the University of Arizona, Daniel was involved in Greek life and student clubs such as the Eller Service Honorary and Investment club. Daniel is pleased to be living and working in his home town of Torrance, California where he grew up and graduated from South Torrance High School. In his free time, Daniel enjoys doing personal investment research, exercising near the beach and following sports.