Danielle has worked in the financial services industry since 2011. As an Investment Advisor, she works closely with high-net-worth families and individuals to create comprehensive financial plans that serve to protect and grow multigenerational wealth. Danielle specializes in implementing customized investment strategies, complex cash flow models and wealth transfer techniques for estate and business planning, philanthropic management, and family governance.
Prior to joining Miracle Mile Advisors, Danielle worked at Green Street Advisors, consulting family offices and institutional clients on real estate investing. Previously, Danielle worked at Morgan Stanley Private Wealth Management, where she developed strategic investment solutions for ultra-high-net-worth families with liquid assets in excess of $10 million.
Danielle received her MBA with Dean’s Honor List distinction from the University of Chicago Booth School of Business and her B.A. from Lake Forest College (Phi Beta Kappa). She holds the Certified Financial Planner (CFP®) designation and the Financial Industry Regulatory Authority (FINRA) Series 66 securities license. Danielle is involved in philanthropic organizations both locally and globally, serving as a Board Member of the Orange County Jewish Federation as well as an active member of AIPAC, United Way, and the Lisker Music Foundation.
There is more than
meets the eye.
- As a young entrepreneur, she launched a piano business at 15 years old, and had over 30 clients by the time she graduated high school.
- She was a founding chair of the Private Wealth Management Group at the University of Chicago Booth School of Business.
- Bilingual in English and Russian.