Daniel Marchon

Daniel Marchon, CFA, serves as a Senior Vice President and Private Wealth Advisor at Rockefeller Capital Management since February 2020, following a tenure as a Private Wealth Advisor at Morgan Stanley Private Wealth Management. Previously, Daniel gained experience as a Summer Analyst at Mercator Fund, where investment opportunities were evaluated, and fundamental research was conducted. Daniel also contributed as a Family Office MBA Intern at Westside Avenue Holdings/Eureka Investments, performing detailed analysis on public equity investments and collaborating closely with the Chief Investment Officer. Prior roles include Senior Equity Research Associate at Raymond James & Associates, Inc., and Equity Research Analyst at Barclays Capital. Daniel began a career in business development and wealth management at Remote Meeting Technologies and Mitlin Financial, Inc. Educational qualifications include an MBA in Finance and Investments from Columbia Business School and a degree from UNC Kenan-Flagler Business School.