Daniel Hochbaum, CFA, is a seasoned finance professional currently serving as a Senior Investment Analyst at Sage Financial Group since September 2020. Prior experience includes roles as a Senior Relationship Management Associate at Glenmede Trust Co. and as an Analyst at BlackRock. Additionally, Daniel has experience as a Private Wealth Management Intern at UBS Wealth Management and held positions in leadership and intern roles at Sigma Alpha Mu Fraternity and Charles Ritter Inc. Daniel Hochbaum holds dual Bachelor of Arts degrees in Economics and Political Science from Penn State University, obtained in 2014.
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