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Danielle Su

Danielle Su

Partner at HB Wealth Management, LLC

New York, NY , United States

About

Danielle Su is currently a Partner at Homrich Berg (now HB Wealth), a New York-based wealth management firm specializing in comprehensive fee-only fiduciary investment services. In this role, she oversees client relationships and contributes to the development of tailored investment strategies, with a strong emphasis on integrating financial planning, tax optimization, and estate planning for high-net-worth individuals and families. Danielle’s investment focus centers on private markets, specifically private equity, private credit, and private real estate, reflecting the firm's commitment to offering alternative asset class opportunities to clients seeking diversified portfolios.

Prior to joining Homrich Berg in 2022, Danielle held senior investment roles at Founders Fund as Vice President (2017–2020) and at Andreessen Horowitz as Investment Manager (2012–2017). At these prominent venture capital firms, she led and managed investments within the technology, fintech, and healthcare sectors, gaining extensive experience in identifying and nurturing high-growth companies. Her background includes proven expertise in venture capital fund management, portfolio construction, and strategic asset allocation.

Danielle holds a master's degree in Risk Management from the University of Southern California and a bachelor's degree in Finance and Financial Management Services from Singapore Management University. Her work is distinguished by a sophisticated understanding of risk, innovative approaches to alternative investments, and significant contributions to developing investment strategies for both institutional and private clients. She is recognized for her leadership in expanding access to private market investments and for her advisory impact across technology and alternative asset sectors.

Career History

OrganizationRoleDate RangeDetails
Homrich BergPartnerJan 2022 to Present
Independently lead and manage a cross-functional investment team, with overall responsibility for project screening, due diligence, investment decision making and post-investment management.
Founders FundVPJan 2017 to Jan 2020
Responsible for risk assessment, market analysis and portfolio management of multiple early and growth stage projects, providing multi-stage support for portfolio companies such as financing, growth a...
Andreessen HorowitzInvestment ManagerJan 2012 to Jan 2017
As a investment manager, I lead investment teams responsible for identifying and evaluating investment opportunities in innovative programs. I work with entrepreneurs to provide capital and strategic ...
Upfront VenturesRisk AnalystSep 2009 to Sep 2012
I was responsible for conducting risk assessment, market analysis and portfolio management. I was involved in the investment decision-making process for several projects and worked closely with the te...
Upfront VenturesVC InternAug 2008 to Aug 2009
As an intern, I participated in the research and analysis of investment projects, assisting senior investment managers with market research and due diligence.

Education

University of Southern California

Master's degree, Risk Management

2007 2008

Singapore Management University

Bachelor's degree, Finance and Financial Management Services

2003 2006

Others at HB Wealth Management, LLC (23)

NameRoleLocation
D
David Citron
CIOBaltimore, MD , United States
Frank Butterfield
Frank Butterfield
PrincipalAtlanta, GA , United States
John Willoughby
John Willoughby
PrincipalTampa, FL , United States
J
Josh Rowe
PrincipalBaltimore, MD , United States
K
Kerstin Wiles
Senior AssociateSuwanee, GA , United States
Milton Pullen
Milton Pullen
Senior AssociateAlpharetta, GA , United States
N
Noreen Frost
Partner, Portfolio ManagerTowson, MD , United States
Sean Anderson
Sean Anderson
Senior Trader and Associate Portfolio ManagerTowson, MD , United States
Barbara Li
Barbara Li
PartnerDenver, CO , United States
Bob Killebrew
Bob Killebrew
PartnerCockeysville, MD , United States
Showing 1-10 of 23 team members

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