Talk to us Meet Daniella
What do you enjoy most about wealth management?
Watching proper financial planning enable families to live their dreams and leave the world in a better place than they found it.
What do you love most about being part of Aspiriant?
Our business model is structured so that our two most important groups — clients and employees — are incredibly well-served over the long-term.
What quality of yours makes you best suited to what you do?
Asking good questions and my ability to distill challenging concepts well through verbal and written communication helps when working with future clients to select the right wealth management firm for their family’s unique needs.
What personal accomplishments are you most proud of?
Raising my young daughters.
What professional accomplishments are you most proud of?
Becoming a partner at Aspiriant, receiving my MBA from Northeastern University and well-rounded financial services work experience — from small and mid-sized RIAs to large investment firms.
What would you be doing if you weren't working for Aspiriant?
Running a dog rescue and teaching Lagree fitness.
Bio
As the Managing Director of Marketing, Daniella is responsible for conceptualizing and implementing an integrated marketing strategy to drive growth, elevate brand positioning and enhance client engagement. She joined Aspiriant in 2018, became a partner in 2021 and has 20 years of experience in the financial services industry.
She enjoys helping future clients discover the elements that make Aspiriant unique. Wealth management decisions are nuanced and complex, and one of Daniella’s passions is shining a light on Aspiriant’s 100% employee owned business model, differentiated service offerings and clients’ ability to live their dreams in harmony with their values for generations.
Prior to joining Aspiriant, Daniella oversaw marketing and communications for San Diego-based RIA Callan Capital, now Alphacore. She also held various marketing, growth and client service roles at Crestwood Advisors, State Street and Fidelity Investments.
Daniella received a B.S. in Marketing and Finance from Fairfield University and an M.B.A. from the D’Amore-McKim school of business at Northeastern University.
Outside of Aspiriant, Daniella serves as a Big Sister mentor for Big Brothers Big Sisters of San Diego County. She is a Lagree fitness instructor and lives in San Diego with her husband and daughters.
