Daniel Kopf

Daniel combines his passion for the art and science of financial markets with a commitment to helping clients achieve their goals. As a Financial Analyst, he supports the Investment Team by transforming investment and retirement data into valuable, actionable insights tailored to clients’ unique needs. He also utilizes advanced technology to create reports that enhance clients’ understanding of their portfolios.

He graduated Magna Cum Laude from Quinnipiac University with a Master of Business Administration and Cum Laude with a Bachelor of Science in Finance. He holds Series 7 and 66 securities registrations.

Daniel spends his free time with his wife, Kim, and their dog, Cookie. He also enjoys traveling, golf and coin collecting.

Daniel Kopf is a Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC.