Before joining Heartwood, Daniel spent five years at GAM as a Senior Performance Analyst responsible for various aspects of performance and attribution analysis, specialising in factor risk models on equity portfolios. In his current role, Daniel’s responsibilities include the analysis and provision of performance and risk information, as well as undertaking a variety of projects and research.

Daniel graduated from Keele University with a BA (Hons) in Economics and Management Science. He holds the Investment Management Certificate.