Daniella is a holder of the Chartered Financial Analyst® designation and a member of the CFA Institute. She provides ongoing analysis and monitoring of client portfolios and assists with manager selection, analysis and risk management. As Chief Operating Officer of MAXIMAI Investment Partners, she also oversees the day-to-day operational logistics and strategic client situations.
Daniella was previously a Senior Financial Analyst at Merrill Lynch where she was part of the team’s Investment Committee providing customized solutions for clients. Daniella is a graduate of the Florida Atlantic University, from which she received a Bachelor’s Degree in Business Administration, with a double major in Finance and Economics. Daniella resides in Miami with her husband, Daniel and their two sons.
CFA Institute mark(s) are trademark(s) owned by CFA Institute.