Associate Director—Wealth Strategies Group
Daniel L. Brunello is an Associate Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Houston office. He consults with advisors, their professional partners and clients as an expert in a wide field of complex investment planning topics for high-net-worth individuals and foundations. These topics include planning for the sale of a business, managing executive compensation awards, trust and estate planning techniques, charitable planning vehicles, tax management strategies, and investment management strategies for nonprofits. Prior to joining the firm in 2004, Daniel worked at UBS Financial Services as a financial advisor, and earlier, for Sanders Morris Harris as an institutional sell-side equity analyst covering the retail sector. He earned his BBA in finance from the University of Texas at Austin, and his MBA from the Jones Graduate School of Business at Rice University. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional, and a member of the Houston Business and Estate Planning Council.