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®

Chief Compliance Officer & 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, CFP®

Partner & Wealth Manager

I first became interested in financial planning and investing so I could feel empowered to handle my own financial affairs. I truly enjoyed it - so much so that I decided to change careers. I joined Neumann Capital in 2016 and...

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Ekaterina Atanassov, CFA, CFP®

Partner & Wealth Manager

With more than 17 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...
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Daniel Platt, CFA, CFP®

Partner & Wealth Manager

I joined Neumann Capital in 2019 with 20 years of experience in the financial services industry. I am excited to be using my wide knowledge base and experience to help our clients navigate all of life's surprises. A a wealth manager I...
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