Daniel Mortazavi

Daniel Mortazavi is a seasoned finance professional currently serving as the Managing Director at Valor Equity Partners, a role he assumed in August 2024. Prior to this, he was the Co-Head of Private Wealth Distribution at Sera Global from October 2021 to April 2024. His extensive career in wealth management includes over 15 years at Morgan Stanley, where he held various leadership positions, culminating as the Executive Director of the Alternative Investments Group from June 2014 to October 2021. In this capacity, he was responsible for product development across private equity, private credit, and co-investments.123

Mortazavi's educational background includes a Bachelor of Arts in Political Science from Loyola University Maryland, and he is a CFA Charterholder, which underscores his expertise in finance and investment.2 His professional journey reflects a strong focus on private markets and wealth management strategies, making him a notable figure in the industry.