Daniel joined Trez Capital in August 2016. In his role, he oversees the firm's sales, service and product development efforts and is a member of the firm’s executive committee. He manages a team of 15 team members and is responsible for the firm’s key institutional and strategic relationships.

Daniel brings over 25 years of investment consulting, business and product development expertise. Most recently he served as Senior Vice President, Global Business Development at Nuveen Investments of Chicago, prior to which he held similar positions at Lazard Asset Management of New York and RBC Global Asset Management.