Danielle began her investment career at Morgan Stanley in 1998 and joined NewEdge in 2020. Since then, she has been instrumental in expanding the firm from 12 members to over 100 employees. Danielle handles daily operations and oversees the onboarding process of new hires and transitioning advisor teams. Transitioning advisors and their teams require a heavy lift of important tasks, and Danielle has trained her team to smoothly execute these transitions, which has put advisors and new clients at ease when they are going through a period of change.
Danielle is always looking for ways to streamline operations, reduce costs, and enhance efficiencies. She oversees trading, reporting, and technology programs and finds innovative solutions to optimize the firm’s operations. Her dedication to making NewEdge the best it can be is showcased every day, and her commitment to empowering teams and nurturing talent has created an environment that encourages professional growth and high performance within the firm.
Danielle holds a Bachelor of Arts in Economics from Hamilton College as well as her Series 7, 63 and 66 licenses. In her free time, she is a yoga instructor at ThumbSUP Yoga and Co-Founder of SUP & SUPPER, a personalized standup paddleboard class coupled with a seaside supper.
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