As Managing Director of Private Wealth Management at Capital Wealth Advisors, Daniel provides investment management and advanced planning solutions for entrepreneurs, family businesses, family offices, and ultra-high-net-worth individuals.
Daniel began his career at CWA as a summer intern and was hired thereafter in 2019 into a direct apprenticeship with the firm’s CEO and co-founder, Bill Beynon. Those formative years provided him with hands-on exposure to sophisticated business succession and exit planning, multi-generational family planning, and multi-asset class portfolio construction, all designed around complex liquidity events and long-term strategic objectives tailored to each family or business.
Today, Daniel leads a closely integrated team of three, delivering institutional-quality investment management, portfolio construction, and advanced planning solutions through a customized, client-centric service model. The team’s structure is intentionally designed in an effort to ensure strategies are implemented with discipline, continuously monitored, and kept aligned with each client’s goals and risk profile—while providing an exceptional client experience defined by access, responsiveness, and care.
His philosophy begins with a comprehensive blueprint of each client’s financial universe, using that framework in an effort to design solutions centered on proactive risk management, tax-aware strategy, and thoughtful alignment between capital, business interests, and long-term legacy. Fundamentally, Daniel believes wealth and resources aren’t the objective, but rather, the tools used in an effort to enable lives well lived and legacies well stewarded.
Beyond his advisory practice, Daniel finds purpose and passion through his philanthropic leadership, serving on nonprofit boards and advisory councils focused on next-generation entrepreneurship, special forces veteran health, and animal welfare. He also maintains passive entrepreneurial interests through London Executive Suites and London Life Consulting. Outside of work and philanthropy, he is an avid traveler and outdoorsman and can most often be found accompanied by his black lab, Colt.
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