Managing Director, Principal
Danny is a Principal and Managing Director at Robertson Stephens. Together with Jeanette Garretty and Michael Zaninovich, Danny advises high net worth and ultra-high net worth individuals, senior executives and their families on a wide range of wealth management issues ranging from financial planning, asset allocation strategies, philanthropic strategies and investment opportunities. Danny has more than 20 years of experience counselling these individuals and families so that they can accomplish their financial objectives.
Prior to joining Robertson Stephens, Danny was a Senior Vice President and Wealth Advisor for Wells Fargo Private Bank in Palo Alto, California where he co-led a team that advised multi-generational families on achieving their financial goals. Previously, Danny was an early employee of myCFO, Inc., an integrated wealth management and multi-family office based in Silicon Valley. Danny started his career working with ultra-high net worth families in the San Francisco office of Arthur Andersen LLP, where he worked in the Family Wealth and Private Client Group.
Danny earned a JD from University of the Pacific, McGeorge School of Law and a BA in History from University of California, Berkeley. Danny is a member of the California Bar. Danny and his wife Alissa live in Silicon Valley and are the parents of three children, a daughter in college and boy/girl twins in high school. Danny enjoys trips to national parks with his family, cooking, baseball and fantastic food and wine.