Daniel Gonzalez

Daniel Gonzalez

Analyst, Wealth Management

Daniel Gonzalez is an Analyst in Javelin’s wealth management practice. His research focuses on wealth management trends and strategy across portfolio management, CRM, alternative investments, crypto, direct indexing and ESG. He is a finance professional with experience in capital markets, wealth management, and retail banking.

Daniel has been widely quoted in publications such as Investment Executive, ETF.com, Advisor’s Edge, RIABiz, Yahoo Finance, Wealth Professional, etc. Prior to joining Javelin, Daniel worked at CIBC Mellon where he focused on valuation and reporting for ETFs and Mutual Funds.

Daniel holds a business degree from the University of Toronto.

Latest Insights

November, 2022
Impact Note
Datonomy Partnership: Toward a New, Unified Taxonomy for Digital Assets

With financial institutions entering the digital asset and crypto space, a real need has grown for a standard taxonomy that banks, asset managers, financial advisors, and others ca...

November, 2022
Javelin Report
The SEC Marketing Rule: Optimizing Digital Marketing With Compliance Tech

The SEC’s new marketing rule is effective November 4th, 2022, and provides a framework for advisors to follow regarding their performance advertising, use of testimonials and endor...

September, 2022
Javelin Report
Cryptocurrency and the Digital Advice Opportunity

The investment landscape is changing. Nearly half of advised investors also have self-directed accounts, and a good number of those investors are investing in cryptocurrency. Furth...

Events

October 17, 2022 | 07:00 AM to 09:00 PM (PST)
Linking technology, practice management, operations and investment ideas to transform the wealth man...

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