Daniel H. is currently the Vice President of Business Development and Client Success at Farther, a venture-backed fintech firm disrupting wealth management. Previously, Daniel held the position of Vice President at Fisher Investments from 2021 to 2024, and worked as a Financial Advisor at UBS from 2018 to 2021. Earlier experience includes serving as an Investment Analyst at Vanguard from 2016 to 2018, and as a Portfolio Management Analyst at MassMutual from 2015 to 2016. Daniel is pursuing a Bachelor’s Degree in Finance at the University of North Carolina at Charlotte.
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