Daniel Cassell

Daniel Cassell, CFA, is a Portfolio Manager and Senior Portfolio Strategist at Baker Avenue Asset Management LP in San Francisco, CA, where he serves on both the investment and financial planning committees. In this capacity, he is responsible for developing and implementing discretionary investment strategies, overseeing portfolio construction, conducting tax and estate planning, and advising on multigenerational and dynasty family wealth requirements. His investment management approach integrates technical, macroeconomic, and fundamental analysis to deliver diversified portfolio solutions to individuals, families, and institutions, with a particular focus on equities, ETFs, and impact/ESG investing.

Cassell began his career at Bingham, Osborn & Scarborough LLC, where he progressed from Portfolio Administrator to Portfolio Associate, designing comprehensive wealth management solutions for affluent clients. At BakerAvenue since 2015, he has contributed significantly to the firm's investment committee, supporting high-net-worth clients through sophisticated asset allocation, portfolio risk management, and tax optimization strategies. His expertise spans U.S. and global equity markets, with an additional emphasis on responsible investing and long-term capital appreciation.

Daniel holds a Bachelor of Science in Finance from Santa Clara University, where he served on the endowment’s financial oversight committee. He is a Chartered Financial Analyst (CFA), a member of the CFA Society of San Francisco, and has earned the CFA Institute Certificate in ESG Investing, underscoring his proficiency in sustainable investment practices. Cassell is also recognized for his leadership and volunteer activities in the San Francisco community, including roles with The Guardsmen and the San Francisco Ballet Encore!.