Born and raised in the spectacular Dolomites region of Italy, educated with financial and computer programming, Daniele has over 15 years of experience in International Wealth Management.
He originally moved to Miami in 1999 with the goal establishing the private banking agency of an Italian bank, where he worked until 2005 when he moved to BNP Paribas. After 6 years of managing his book of clients at the French bank in both Miami and New York, Daniele joined Morgan Stanley in 2011 as a Managing Director, where he continues to grow his niche clientele of Italian heritage.
Fluent in English, Spanish, and Italian; Daniele advises his clients in South America and Europe, with a specific focus on markets like Venezuela, Chile, Peru, Mexico and Argentina.
For over 15 years, Daniele has helped high net worth individuals and their families develop and implement wealth management strategies tailored to their specific needs and situations.
In addition, Daniele is a senior portfolio manager with a focus on active/tactical investment management.
Daniele appeared on the "On Wall Street" magazine of January 2015 as "Top 40 under 40" (listing the top 40 advisors in the country under 40 years of age within the Wealth Management Business in the United States).
Daniele also serves as co-chair of the ICA Council (International Client Advisor), a selected group of 14 executives representing the International Wealth Management business of Morgan Stanley across the country.
Although Daniele has lived in New York for several years he is happy to call Miami his home.
Securities Agent: CA, CT, DC, DE, FL, IL, MA, MO, MT, NJ, NY, OH, PA, TX, VA, VI, WY; General Securities Representative; Investment Advisor Representative
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