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.
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