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.

Becky holds a B.A. in American Studies from Yale University, where she graduated cum laude. She is a proud Tarheel, having completed her M.B.A. at the University of North Carolina at Chapel Hill. She has completed additional coursework at the London School of Economics. She graduated high school from Deerfield Academy in Massachusetts.

Becky is a financial advisor and engages clients on investments, including retirement planning and complex trust and estate services.  She brings over twelve years of experience in the private banking industry and over eight years of experience in commercial real estate.

She has worked at bellwether Wall Street Firms, including UBS, Northern Trust, J.P. Morgan, and Goldman Sachs.