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 at UNF, 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.

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 surfing, snowboarding, boating and golfing.

As a founding member 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.

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 5 young grandchildren, I spend my winters in Jupiter, FL and summers in Bridgton ME. As an avid sportsman I enjoy golf, tennis, lacrosse, skiing, sailing, boating and the company of good friends and family.