Danny has been working with ultra high net worth individuals and their families, senior executives and companies for more than 20 years. Together with Jeanette Garretty and Michael Zaninovich, he advises Robertson Stephens' clients in Palo Alto and San Francisco on a wide range of wealth management issues ranging from investment performance to cash flow forecasting and estate planning. Prior to joining Robertson Stephens, Danny was a Senior Vice President and Wealth Advisor for the Greater Bay market of Wells Fargo Private Bank, responsible for formulating and implementing strategic wealth plans for ultra high net worth clients.

Prior to joining Wells Fargo in 2002, Danny was part of the myCFO team, Inc., an integrated wealth management and family office firm based in Redwood City. He came to myCFO from the San Francisco office of Arthur Andersen LLP, where he worked in the Family Wealth and Private Client Group.

Danny earned a JD from the University of the Pacific, McGeorge School of Law and holds a BA in History from the University of California-Berkeley. 

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