Daniel Kimeldorf

Daniel has a passion for educating his clients, so that they may navigate their financial future with clarity and confidence. His early experience serving ultra-high-net-worth individuals, families, and endowments sustains his current expertise in analyzing the complexities of a wide variety of financial circumstances. By providing meaningful, long-term guidance for individuals and families, Daniel guarantees all of his clients can become the best financial versions of themselves, now and in the future.