Daniel-Daniel Gordon-Gordon

Managing Partner & Chief Investment Officer

Education
Master of Business Administration (MBA) Wharton School, University of Pennsylvania 2015
Bachelor of Science in Finance New York University Stern School of Business 2011
Certifications
  • Chartered Financial Analyst (CFA)
  • Financial Risk Manager (FRM)
  • Series 7 & 63 Licenses

Daniel Gordon is a seasoned investment professional with over 12 years of experience in portfolio management, financial strategy, and private equity investing.

He specializes in identifying high-growth opportunities and managing complex investment portfolios, having successfully overseen assets exceeding $2 billion across a diverse range of industries and geographic markets.
Throughout his distinguished career, Daniel has developed a reputation for delivering superior returns to both institutional and high-net-worth clients. His analytical rigor, deep market insights, and disciplined approach to risk management have enabled him to consistently outperform industry benchmarks and adapt portfolios to dynamic economic environments.

Daniel’s expertise is especially evident in the area of private equity, where he has led large-scale transactions, performed rigorous due diligence, and structured deals that unlock long-term value creation. His strategic vision allows him to identify emerging market trends and leverage them for both growth and stability, ensuring his clients are positioned for sustained success.

Prior to his current role, Daniel worked with leading investment firms where he directed multi-million dollar acquisitions, mentored junior analysts, and built cross-functional teams to drive complex investment initiatives. He is recognized not only for his technical proficiency, but also for his ability to cultivate client relationships and communicate intricate financial concepts with clarity and confidence.

In addition to his professional achievements, Daniel is committed to staying ahead of industry developments, pursuing continued education, and actively supporting mentorship and diversity initiatives within the financial sector. His combination of leadership, technical expertise, and client-centered approach makes him one of today’s most respected and sought-after investment managers.