As the Chairman and CEO of Daniels D’Amelio Investment Management Group LLC, a Registered Investment Advisor and Fiduciary, I can fall back on 40+ years of goals based wealth management by actively investing capital for affluent families, individuals, banks , endowments,  corporations, and retirement plans. Through bear and bull market cycles, our clients have persevered, enjoying a high degree of transparency, diversity, moderation, and conservatism while generating a competitive yield.

As balanced, growth and income money managers, our firms style is to generate cash flow on all securities, while avoiding the lack of transparency offered through packaged products such as mutual funds, unit investment trust and Exchanged traded funds. Our portfolios typically position investment grade bonds for the fixed income portion and good quality dividend growing stocks for the equity component. Our clients are stockholders and bond holders of primarily domestic, well known American companies that not only pay dividends, but have a long history of increasing them, year after year.

Born in Cambridge Massachusetts and raised in the town of Winchester, I attended Bridgton Academy, Nichols College and the University of Pennsylvania Wharton School of Business. Starting my career in the Boston office of Merrill Lynch, I spent 21 years between their Boston and Jupiter Florida offices. In 1981,  I was very fortunate to have been named a Vice President and stockholder of Smith Barney, a privately held firm at the time, where I spent 9 years of my career. Both firms provided me a wealth of knowledge and extensive training. With a penchant of some day owning and operating my own firm, I ventured out to the boutique side of Wall Street and became a Branch Manager and Senior Vice President of both Tucker Anthony of Boston and Advest of Hartford Ct. This provided me the insight and budgetary training I needed to one day run my own firm. On April 22, 2019 I retired from Merrill Lynch and on the same day started Daniels D’Amelio Investment Management Group LLC, with all client assets custodied at Charles Schwab Institutional.

Organizations:

• Board of Trustees of the Kids in Need Foundation, Lexington Ma.

• Two Term Board Member of the Zoning Board of Appeals, Mansfield Ma.

• Member of the Board of Trustees and Chairman of the Pension and Benefits Committee of the Providence Library

• Two Term Member of the Board of Trustees of Bridgton Academy

• Trustee Emeritus Of Bridgton Academy, Bridgton Me.

• Mansfield, MA Rotary

As a Father of 5 adult children and 4 young grandchildren, I spend my winters in Jupiter, FL and summers in Bridgton ME, where we maintain both offices. As an avid sportsman I enjoy golf, tennis, lacrosse, skiing, sailing, boating and the company of good friends and family.

Helping families, executives and corporations invest capital is my passion. Aligning the investments with their long and short term goals is my focus. I'm fully dedicated to serving the specific needs of affluent investors using the investing & planning insights of DDIMG LLC, with the convenience of Charles Schwab's custodial services.

After earning my Finance & Economics degree from the Coggin College of Business, my financial services career began as a Global Markets Analyst at Deutsche Bank. In an effort to utilize my analytics experience and run my own advisory practice, I joined Merrill Lynch Wealth Management for a 4-year stint before my next career move - starting DDIMG.

I’m a member of the Sons of The American Revolution along with the Pi Kappa Phi fraternity, which I am actively involved in.

Born in Boston and raised in Jupiter, I enjoy spending personal time with family and friends; along with being involved in the Jupiter and Palm Beach communities. Passionate hobbies of mine include golfing, surfing, snowboarding and boating in the beautiful waters of South Florida.