Designations and Licenses

Danielle holds the Chartered Financial Analyst® designation.

Experience and Education

Danielle is responsible for the oversight and management of client relationships, striving to exceed client expectations by delivering excellent service through developing investment policy guidelines, optimizing investment portfolios, selecting investment managers, presenting performance-monitoring reports and conducting trustee education on a wide range of investment topics. She also helps to ensure clients receive accurate documentation and reports on their timeline, maintaining current knowledge of each client’s manager lineup and general market issues. Danielle acts as the primary point of contact in relation to all servicing issues related to the client and is required to be proactive in communication regarding portfolios, firm and Plan issues as they arise. Danielle may leverage Mariner’s colleagues as required in order to meet the clients’ varying needs.

Prior to joining Mariner, Danielle was a managing director at Cardinal Investment Advisors.

Danielle holds a bachelor’s degree in economics from the University of Wisconsin-Madison.

Personal Interests

Away from the office, Danielle enjoys biking, skiing, volunteering and spending time with friends and family.