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Daniel McGarvey, CFA

Daniel McGarvey has made a big impression since joining Stonebridge Financial Group in 2020. As a Senior Portfolio Analyst, he is dedicated to contributing to the team by working closely with Kris Korzi and Aedan Wilkinson, immersing himself in portfolio analysis and other related tasks.

He has become an enthusiastic contributor to our blog and shown an eagerness to learn from senior staff. Problem-solving is one of Daniel’s greatest strengths, and he approaches his work looking to find ways to solve problems for our clients.

Daniel joined Stonebridge after graduating summa cum laude from Messiah University, earning a Bachelor of Science in Finance and a minor in Psychology. During his college years, he served as an investment intern with the Pennsylvania State Employees’ Retirement System and a finance intern for Word Made Flesh. In 2023, Daniel earned the Chartered Financial Analyst (CFA) ® designation.

Daniel, who is fluent in Spanish, enjoys reading, hiking, playing the guitar, and spending time with friends and family when he’s not at work. He also dedicates his free time to watching and playing soccer and basketball. Daniel lives with his wife in Bedminster, New Jersey.

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