Daniel Lord

Daniel Lord is an experienced operations analyst currently employed at Rockefeller Capital Management since April 2024. Previously, Daniel managed client relationships and investor services at TrustServe LP and supervised a team at SS&C Technologies, overseeing client interactions and the launch of new investment funds. Daniel's background includes supporting fund manager clients at Brown Brothers Harriman and providing administrative support in various roles at Morgan Stanley Wealth Management and Morrissey, Hawkins & Lynch. Daniel holds an MBA in Finance from Suffolk University and a degree in Business Administration with a focus on Finance and Insurance from Northeastern University.