Daniel Flath

Daniel Flath is a Partner at Circle Wealth Management, LLC, based in New York, where he serves on the investment committee and leads technological initiatives as CTO. He is responsible for portfolio management, client advisory, and developing wealth strategies for high-net-worth individuals and families, with a particular emphasis on multi-asset class portfolios and integrating advanced technology into wealth solutions.

Flath focuses on allocating across global equities, fixed income, alternative investments, and private markets, ensuring diversification and risk management for his clients. His role entails analytic oversight and execution for customized, tax-aware investment solutions tailored to complex client objectives in the high-net-worth and ultra-high-net-worth space.

Prior to joining Circle Wealth Management, Flath's experience included financial analysis and technology-driven investment roles. He holds an MBA from Columbia Business School and a BS in Mechanical Engineering from the University of Virginia, and is both a CFA charterholder and CFP certificant, highlighting his commitment to professional excellence in investment management.