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Schedule a CallCAIA®, CIMA®, AIFA®, MS, MA
Managing Director / Financial Advisor / Member Owner
Danny has been involved in the financial services industry since 1996. He was a co-founder and director of family wealth and fiduciary consulting at Sortino Advisory Partners until it joined with Savant in 2024. Danny spent his entire career navigating individuals and families through complex financial planning and healthcare decisions.
Danny earned a bachelor of science in business administration degree in finance from the University of Louisville, a master of science degree with distinction in translational health sciences from the University of Oxford, and a master of arts degree in gerontology from the University of Southern California. He is a Chartered Alternative Investment AnalystSM (CAIA®) charterholder, a Certified Investment Management AnalystSM(CIMA®), and an Accredited Investment Fiduciary Analyst® (AIFA®).
Danny is a U.S. Marine Corps veteran and serves on the Chicago Scots Board of Governors. He enjoys hiking and traveling with his family and is an avid supporter of the performing arts.
Schedule a No-Obligation Introductory Call
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