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, I worked for a top investment firm.

As a wealth manager at Neumann Capital, I'm committed to developing fully integrated strategies that protect and grow clients' wealth. Our mission is to provide an unparalleled level of personalized service and communication.

For Fun:
When I'm not in the office, I enjoy reading, skiing, traveling, gardening, and going to the beach.

Education & Affiliations:
Chartered Financial Analyst (CFA)
B.S. in Finance from San Francisco State University
Member of the CFA Institute/CFA Society of San Francisco
Graduate of the San Mateo Leadership Class of 2005/2006

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 Capital since 2002.

Comprehensive financial planning is my forte, along with reviewing estate plans, tax returns, and insurance policies.  I also oversee the daily operations of the firm. Our clientele is exceptional, and I love creatively exploring different paths to help them live the life they've imagined.

For Fun:
I have a soft spot for the ballet, impressionist paintings, classical music, and movies. I also love traveling and eating chocolate, ideally in that order.

Education & Affiliations:
Finance Major at DePaul University
Member of Financial Planning Association (FPA)

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 portfolio and specialize in rebalancing client portfolios.   I also enjoy collaborating on wealth management strategies to help our clients make their dreams come true.

For Fun:
I love cooking for my family and friends and look forward to eventually visiting all 7 continents. No pressure.

Education & Affiliations:
B.S. in Economics from San Jose State University