Daniel Ortiz, CFA®, CAIA, has extensive experience in the financial services industry. Career highlights include serving as a Private Client Banker at JP Morgan Chase from May 2010 to October 2012, followed by a brief tenure as a Financial Advisor at Arque Capital Ltd. From March 2013 to May 2017, Daniel held various roles at KBS Capital Markets Group and PIMCO, where responsibilities included internal sales and account management. Daniel then worked as an Advisor Consultant at Neuberger Berman from September 2022 to August 2024, before assuming the position of Vice President, Regional Investment Consultant at T. Rowe Price in August 2024. Academic credentials include a Bachelor's Degree in Business Administration with an emphasis in Finance from California State University-Fullerton, alongside the CFA designation from the CFA Institute and the CAIA designation from the CAIA Association.
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