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Daniel Reich
Founder and Managing Member
Danny has been providing high net worth families with comprehensive wealth management services since founding his own firm in 2008. Danny uses his extensive background to deliver customized solutions to meet all client needs.
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Danny began his career as a member and options trader on the Philadelphia, American, and New York stock exchanges. He then became a Proprietary Trader for DLJ’s Pershing division prior to moving to Florida. There he worked in private client services for Lehman Brothers Miami, and later became a Managing Director at Bear Stearns.
Danny has been a resident of Boca Raton for 20 years and is locally involved in several community and non-profit organizations.
Katherine Ramirez
Associate
Katherine serves as the Financial Associate overseeing the firm’s day-to-day operations, client service infrastructure, and internal systems management. She plays a key role in ensuring operational efficiency and delivering a seamless client experience.
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A graduate of Florida Atlantic University, Katherine holds a Bachelor of Business Administration (BBA) in Finance. A lifelong Florida resident, she brings local knowledge and a keen sense of community to her role. Katherine is also bilingual in English and Spanish, enhancing the firm’s ability to serve a diverse client base with clarity and cultural awareness.
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