Daniel Butterly

Daniel Butterly, CFA, currently serves as an Associate Portfolio Manager at City National Rochdale, where responsibilities include implementing investment strategies for ultra-high net worth clients, including tax-aware portfolio design and risk management. Previously, Daniel held roles as Senior Investment Analyst and Investment Analyst at Abbot Downing, focusing on investment research, client communication, and customized presentations. At Wells Fargo, Daniel managed investment portfolios for various clients and engaged in strategic discussions regarding investment performance. As a co-founder and partner at Topliff-Peak Enterprises, LLC, involvement included real estate investment and investor communication. Earlier experience includes internships and analyst roles at Akemi Capital, Headwaters MB, and Ward Ferry Management Ltd., where Daniel cultivated analytical and investment skills in diverse sectors. Educational qualifications include an MBA from The Tuck School of Business at Dartmouth and a BA in Psychology/Biopsychology from Cornell University.