Daniel A Barnes CFA
About
Daniel A Barnes CFA is from Seattle, Washington, United States. Daniel is currently Director of Wealth Management, Founder at Strait & Sound, located in Seattle, Washington, United States. In Daniel's previous role as a Wealth Manager and Chief Investment Officer at Barnes Capital, Daniel worked in until Mar 2021. Prior to joining Barnes Capital, Daniel was a Account Manager at Spuetz AG and held the position of Account Manager.
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Daniel A Barnes CFA's current jobs
Executing financial affairs - is not exciting. At times it is exacting, and often crucial. Coordinating paperwork tasks, identifying linkages, explaining and coordinating each step with the client, devising core wealth strategyies, understanding all pertinent tax considerations, evaluating alternative aset manager projects and how their inclusion affects portfolio risk exposure, these and many more fall under the role.