Daniel Langon, CFP®

Client Relationship Analyst, Vice President 

Daniel began working in financial services in the accounting department for a local small business in 2017. He then transitioned to the Client Service Associate role at First Republic Investment Management in 2018 under the guidance of Margaret Pierattini and Anne Golden. Daniel became fully licensed as a Registered Representative for First Republic Securities Company, LLC and worked as a Client Relationship Analyst from 2021-2023.

Daniel graduated from the University of Oregon with a Bachelor of Science in Business Administration in 2017, and is a CERTIFIED FINANCIAL PLANNER™. Daniel is now a Client Relationship Analyst & Vice President at Rockefeller Capital Management with 5 years of investment experience.