Daniel Flath, CFA, CFP®

Partner
Investment Committee

Total Industry Experience | 14 Years

Affiliations

Columbia Business School
Alumni Club of New York
Member

CFA Society New York
Member

CFA Institute
Member

CWM Proprietary Investment App
CTO, Lead Developer

Twilight Park
Treasurer

Family Wealth Alliance
Member, Young Professionals Network

Education

MBA, Columbia Business School
BS, University of Virginia

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