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Daniel Umor

Daniel Umor

Investment Manager at Signature Estate & Investment Advisors LLC

Beverly Hills, CA , United States

About

Daniel Umor is an Investment Manager at Signature Estate & Investment Advisors, LLC, based in Beverly Hills, California, where he is responsible for overseeing client investment portfolios and delivering tailored wealth management strategies. In this role, he works directly with high-net-worth individuals and families to provide personalized advice on strategic asset allocation and portfolio construction, drawing on deep industry experience.

Prior to joining SEIA in 2023, Daniel spent over a decade at Alto Partners SGR S.p.A., where he advanced from intern to investment analyst. During his tenure there, he developed significant expertise in private equity and alternative investments, with a focus on European buyout opportunities. His background encompasses research, due diligence, and deal execution for both traditional and alternative asset classes.

Daniel holds a Master’s degree in Finance from SDA Bocconi and a Bachelor’s degree in Financial Mathematics from the University of Milan. His academic foundation supports his analytical approach, with notable proficiency in assessing risk, optimizing portfolio performance, and identifying emerging market trends within equities, fixed income, and private equity investments.

Career History

OrganizationRoleDate RangeDetails
Signature Estate & Investment Advisors, LLCInvestment ManagerJan 2023 to Present
Conduct in-depth market research and industry analysis, identify potential investment opportunities, analyze financial statements, evaluate the risks and returns of investment projects, ensure investm...
Alto Partners SGR S.p.A.Investment AnalystJan 2010 to Jan 2021
Conduct in-depth market research and industry analysis to identify potential investment opportunities, analyze financial statements, assess the financial health and investment value of companies, coll...
Alto Partners SGR S.p.A.InternJan 2008 to Jan 2009
Assist the investment team in market research, analyze industry trends and competitor dynamics, participate in portfolio monitoring, collect and organize relevant financial data, participate in invest...

Education

SDA Bocconi

Master's degree, Finance, General

University of Milan

Bachelor's degree, Financial Mathematics

Others at Signature Estate & Investment Advisors LLC (21)

NameRoleLocation
Andrea Mitchell
Andrea Mitchell
Portfolio ManagerLos Angeles, CA , United States
Azim Nakhooda
Azim Nakhooda
PartnerCleveland, OH , United States
David Johnson
David Johnson
Senior PartnerMcLean, VA , United States
David Robertson
David Robertson
PartnerCleveland, OH , United States
Dylan Audsley
Dylan Audsley
AssociateSanta Monica, CA , United States
Jennifer Kim
Jennifer Kim
Senior PartnerLos Angeles, CA , United States
John Keenan
John Keenan
PartnerKensington, MD , United States
K
Kenneth Buzek
PartnerStrongsville, OH , United States
Kenneth Rogat
Kenneth Rogat
PartnerCleveland, OH , United States
Mark Copeland
Mark Copeland
Senior PartnerNewport Beach, CA , United States
Showing 1-10 of 21 team members

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