Daniel Halperin Merrill Lynch

Daniel Halperin grew up in Northbrook, IL and graduated from Emory University's Goizueta Business School with the Honor of Distinction. Prior to joining Merrill Lynch in 2011, Daniel held the position of Chief Executive Officer of a mortgage bank and has been in the financial services industry since 2001.

Daniel and his team work with a select group of clients to implement investment, wealth management, leverage, retirement and estate planning strategies. You should find that the team differentiates itself by consulting on both sides of the balance sheet and focusing on the most efficient means to fund client goals.
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