Junior Analyst

Focus

Daniel joined Stonebridge Financial Group in the spring of 2020 after graduating with honors from Messiah College with a BS in Finance and minor in Psychology.  He is working closely with Portfolio Analyst, Kris Korzi, CFP, AIF on portfolio analysis and other related tasks.

Background

Before joining Stonebridge Financial Group, Daniel was an investment intern with the Pennsylvania State Employees’ Retirement System and a finance intern for Word Made Flesh. Daniel is fluent in Spanish and excels in analytic problem-solving.

Away from the Office

Daniel lives in Williamstown. In his free time, he likes watching and playing basketball and soccer, playing guitar, reading, and exploring the outdoors.