Daniel Trocchia

Vice President Of Portfolio And Wealth Advisory at BBR Partners

Daniel Trocchia is currently a Portfolio and Wealth Advisory Associate at BBR Partners, a position held since December 2021. Prior to this role, Daniel served as an ESG Fixed Income Research Analyst at Brown Advisory from January 2020 to October 2021. Daniel also gained experience as an intern at Oceanic Capital Management during the summer of 2018. Daniel earned a Bachelor of Business Administration in Finance from Loyola University Maryland, completing the degree in 2020.

Location

New York, United States

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BBR Partners

BBR Partners is an investment banking company that provides wealth management services.


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Employees

51-200

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