Daniel Payne, CFA

Principal; Wealth Manager

When it comes to safeguarding your wealth and mapping out your financial future, Daniel brings over 20 years of experience right to your doorstep. Starting out as an investment portfolio manager, he managed a portfolio of over $500 million at Bank of America’s Private Bank. His journey took him through the halls of investment management, investment banking, corporate development, and venture investments, always learning and growing along the way.

Daniel’s financial wisdom is rooted in a rich academic background. With an M.B.A. from Darden School of Business at the University of Virginia and a B.B.A. from Austin College, Daniel holds the Chartered Financial Analyst designation and is a member of the CFA Institute.


Beyond the world of finance, Daniel’s dedication echoes on the challenging trails of 100-mile ultra-marathons, where he pushes the boundaries of endurance. From the Oregon Cascades 100 in the Pacific Northwest to the Run Rabbit Run 100 in Colorado, these ultra races serve as powerful metaphors for his approach to wealth management: disciplined, relentless, and strategically oriented towards long-term success.

Why does this matter to you? Because the same grit and resilience that drives Daniel through these extreme races also fuels his commitment to your financial success. As your wealth manager, he approaches every financial challenge with the same determination, prepared to go the distance to ensure your financial future is secure and your goals are met.

Welcome to a partnership with Daniel Payne, where financial acumen meets unwavering commitment and where your wealth management journey is more than just a transaction—it’s a marathon run together, every step of the way.