Daniel Welker, CFA is currently a Senior Portfolio Manager at Huntington National Bank, where Daniel helps high net worth private clients and foundations achieve their long-term financial goals. Prior to their current position, Daniel worked at various companies such as North Point Portfolio Managers, Access Distribution Partners, J.P.Morgan Asset Management, J.P.Morgan Funds, Raymond James & Associates, and Morgan Stanley in roles related to investment research, portfolio management, business development, and financial advising. Daniel holds a Bachelor of Arts in Mathematics and Business Economics from The College of Wooster.
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