Daniel Finger
Director
Portfolio Management
Daniel is a valued member of our Portfolio Management Team where he oversees the portfolio accounting and operations platforms, ensuring accurate and timely analytics for TwinFocus’ investment decision-making team and the firm’s clients. He develops and maintains standards for reporting, ensuring best practices and efficiency in all processes. Daniel also collaborates with cross-functional teams and business units to promote alignment with organizational goals.
Daniel works closely with the firm’s Executive Management Team to develop and execute operational strategies that deliver excellence to TwinFocus’ family offices and its future growth trajectory.
Prior to joining TwinFocus, Daniel was the operations manager at a Boston-based RIA where he managed the technology applications of the firm. Daniel oversaw the management of an operations team, which included responsibilities for data integrity, trading operations, client reporting, and reconciliation.
Daniel graduated cum laude from Bryant University.
Get to know Daniel.
If you were not working at TwinFocus and you knew you could not fail at whatever you did, what would you do?
I would pursue a career as an author.
What do you enjoy doing outside of work?
Outside of work, I enjoy spending quality time with my family, my two children, gathering with friends, and escaping to the Cape during summer weekends.
What do you enjoy most about your job?
What I find most rewarding about my job is the collaborative environment, where I can work with colleagues to tackle challenging problems and come up with creative solutions that drive progress and success.
What unique personal skills make you great at your role at TwinFocus?
One of my unique personal skills is my constant pursuit of improvement. I am always looking for better ways to do things, whether it’s streamlining processes, finding efficiencies, or implementing novel solutions.