Daniel joined Brooks Macdonald in 2009 and manages bespoke discretionary portfolios on behalf of a range of clients. He holds the Certificate in Financial Planning (CFP), the Investment Management Certificate (IMC), the Certificate in Private Client Investment Advice & Management (PCIAM) and is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI). Daniel heads up Brooks Macdonald’s North American research team and sits on the Asset Selection Committee.