Daniel Farrell, CFA, CPA, is a Senior Investment Consultant at Mercer since March 2024, specializing in managing discretionary investment portfolios for non-profit institutions and driving business growth through new client relationships. Previously, Daniel held the role of Senior Investment Consultant at Vanguard from March 2019 to May 2024, where responsibilities included leading investment research initiatives and presenting investment reviews to committees. Daniel's career also includes positions as a Senior Investment Analyst at Vanguard, a Regional Advisor Consultant at OppenheimerFunds, and an Equity Research Associate at Oppenheimer & Co. Inc. Early experiences in assurance roles at PwC and an internship at the Virginia Society of CPAs contributed to a strong foundation in finance and accounting. Daniel holds a Master of Accountancy from the University of Utah and a Bachelor of Science in Accounting from the University of Richmond.
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