Daniel Cassell

Dan is a Senior Portfolio Strategist at BakerAvenue and serves on the investment and financial planning committees. Dan has responsibility for investment strategies, implementations, tax and estate planning, as well as multigenerational/dynasty requisites that materialize across the client base.

Prior to joining BakerAvenue, Dan was a Portfolio Associate at Bingham, Osborn and Scarborough, LLC where he developed comprehensive wealth management solutions for affluent individuals, families, and institutions.

Dan graduated from Santa Clara University with a B.S. in Finance. While at Santa Clara, he served on the financial committee that oversaw part of the school’s endowment. He is a Chartered Financial Analyst (CFA) and member of the CFA Society of San Francisco.