Daniel S.

Daniel S. is currently Senior Trader at United Capital Financial Advisors, LLC, where he is responsible for trade execution across multiple asset classes, portfolio rebalancing, and risk management. In this role, he focuses on equities, fixed income, ETFs, and multi-asset strategies for high net worth and institutional clients. His expertise is grounded in his ability to oversee daily trading operations and contribute to portfolio optimization within the firm.

Prior to joining United Capital in November 2023, Daniel was a Senior Trader in the Consumer and Wealth Management (CWM) division at Goldman Sachs, following earlier experience as a Trader Analyst at the same firm. In these roles, he specialized in executing trades in equities and fixed income, managing trade allocations, and developing trading strategies for managed accounts and custom portfolios.

Daniel holds a Bachelor’s Degree in Economics from The University of Texas at Arlington. His professional background demonstrates a specialization in equity and fixed income markets, with a strong track record in supporting asset allocation and implementing systematic investment strategies for sophisticated investors.