Broker Check
Daniel J. Neumann, CFA

Daniel J. Neumann, CFA

Investment Committee Member

I founded Neumann Capital Management, LLC in 1990 and provided wealth management and investment advice for over 30 years. I retired at the beginning of 2024 but remain a member of NCM’s Investment Committee.

For Fun:
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