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,...

Read more

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...

Read more

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...
Read more

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...

Read more

Ekaterina Atanassov, CFA, CFP®

Portfolio Manager

With more than 15 years of experience in the industry, I have a passion for helping clients achieve their own visions of financial success through comprehensive wealth management strategies. I joined Neumann Capital in 2018, after...

Read more