Daniel joined the Pustover Financial Services team in April 2025, bringing with him more than five years of experience in the financial services industry. Before joining the firm, he served in several client-facing roles at another financial institution, gaining valuable experience across operations, investments, and client service.
As an Investment Operations Associate at PFS, Daniel is responsible for processing investment-related activities, opening new accounts, and ensuring each client interaction runs smoothly. Known for his strong industry knowledge and personable approach, he plays an essential role in supporting both the firm’s advisors and its clients.
Daniel earned his Bachelor’s degree in Business Management from the University of Pittsburgh. He holds FINRA Series 6 and 63 registrations, as well as Life and Health Insurance licenses.
Outside the office, Daniel enjoys working out, watching sports, and spending time on the golf course. A proud Pittsburgh native, he’s passionate about all things black and gold and values time spent with friends and family.