Broker Check

Our Team

Daniel J. Neumann, CFA

Principal & Wealth Manager

I've been in the business since 1980 and founded Neumann Capital Management, LLC in 1990. My grandfather sparked my interest in finance and I bought my first stock at the age of 12. After graduating from San Francisco State University,...

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Ninette Hereford, CFP®

Director of Operations & Client Services

I've been in the business since 1977 and have worked for a variety of financial services companies, brokerage houses and boutique financial advisors. I've had the privilege of collaborating on wealth management strategies at Neumann...

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David Richardson

Chief Financial Officer & Portfolio Manager

I've always been a numbers guy and helped to build my family's business, San Jose Label. In 1996 I joined Neumann Capital as CFO to manage the firm's operating budget and financial reporting. Additionally, I manage our fixed income...
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Caroline Gorham

Client Services Associate

I joined Neumann Capital in 2016. I am excited to be using my extensive operations and client relationship skill set in the Wealth Management and Financial Planning field. I’m committed to engaging with and supporting our clients...
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