Ariel Hurd

Ariel Hurd is the Senior Portfolio Analyst and Team Lead at Destination Wealth Management, based in Walnut Creek, California. In this capacity, Ariel oversees portfolio construction and management, providing leadership to the analyst team and working closely with clients on strategic investment planning. Her responsibilities include personalized portfolio analysis, risk management, and financial planning for individuals, small businesses, and pension clients.

Ariel has a strong background in equity and mutual fund trading from prior roles at Scharf Investments and Charles Schwab, Inc., which enhances her market insight and portfolio execution capabilities. Her expertise spans multi-asset portfolios, with a focus on equity and fixed income asset classes, as well as comprehensive financial planning services for a broad client base.

She holds a Bachelor of Arts in Economics from the University of Colorado at Boulder and a degree in Statistics from Penn State University, grounding her investment approach in sound quantitative analysis and macroeconomic understanding. Ariel is a registered investment advisor in California, having passed both the Series 63 and Series 65 exams, and is recognized for her client-centered approach and commitment to fiduciary standards in wealth management.