Vice President & Manager of Investment Services
Daniel is a Vice President and Manager of Investment Services with Kanaly Trust. In his position, he is responsible for working with the investment team to implement Kanaly’s overall investment strategy and manage the technology involved in trading, rebalancing and performance reporting. He also works on the administration of Kanaly’s limited partnership funds.
Daniel joined Kanaly in 2008 and brings over eighteen years of industry experience to the firm. Prior to joining Kanaly, Daniel was at AIM Investments (now Invesco) in the position of Operations Manager and Assistant Vice President. There he was responsible for the integration and ongoing management of AIM and INVESCO’s separately managed account trading operations, which represent over 28,000 accounts and $8 billion in assets under management. In addition, he also worked extensively with the IT group to develop internal workflows for paperless environment and trade order and model communication system.
Daniel holds a Bachelor of Business Administration in Finance from the University of Houston and a Masters of Business Administration (MBA) from the University of Houston-Victoria.