Daniel Brown, CFA
Daniel Brown, CFA
Daniel Brown, CFA is an accomplished investment research analyst with extensive experience in the finance industry. After attaining his BA in Economics from Vanderbilt University, Brown began his career at UBS, where he completed the Graduate Training Program and subsequently held an Associate position. Later, he joined Wells Fargo Advisors as an Analyst before moving to Moneta Group as a Senior Investment Analyst. Currently, Brown serves as an Investment Research Analyst at Wells Fargo, where he specializes in conducting comprehensive research and analysis to support the investment decision-making process.
Brown's skills include financial analysis, investment research, equity analysis, financial modeling, and asset management. With his expertise, he provides clients with the necessary insights and strategies to help them achieve their financial goals. Brown is a CFA charterholder, demonstrating his commitment to professional ethics and lifelong learning.