As a founding member of CG Moneta Consulting, Daniel's responsibilities include brand development, strategy, process development, marketing, sales and general management. Daniel is a seasoned financial executive with over 20+ years’ experience in the financial services industry. He began his career with Morgan Stanley, in NYC and built his Private Wealth Management Firm from the ground up. Throughout his time on Wall Street, Daniel was the recipient of several awards including the Five Star Wealth Manager Award from 2016-2020. Daniel has also owned and/or invested in a variety of businesses including bars and restaurants and brings his experience and know how to CG Moneta Consulting. He currently sits on the National Small Business Association (NASB) Leadership Council, helping to promote the interests of small business policymakers in Washington D.C. As a small business owner, the NASB Leadership Council allows Daniel to take a prominent role in helping to influence policy and in bringing the message to the people that need to hear it most: Congress. Daniel also sits on the Economic Development Committee, Environmental and Regulatory Affairs Committee, Health and Human Resources Committee and the Taxation Committee. Daniel is married to his beautiful wife, Cory for over 17 years and they have two wonderful sons. Besides work, Daniel focuses on giving back by volunteering and fundraising for St. Baldrick’s Childhood Cancer Research and working with at-risk youth through sports.

Our Team