Danielle joined HB Wealth in December 2025 and is currently a Director, Portfolio Management within the Investment department. In her role, she works closely with wealth advisors to develop investment solutions tailored to individual client goals and oversees the management of client investment portfolios.
Prior to joining HB Wealth, Danielle was a Senior Investment Analyst and Assistant Vice President at Truist Wealth, serving high-net-worth and family office clients. Earlier in her career, she was an Advisor Consultant at First Eagle Investment Management.
Danielle serves on the Board of Directors for the Atlanta Youth Wind Symphony and is an Investment Committee Consultant for GEEARS: Georgia Early Education Alliance for Ready Students.
Danielle has a Bachelor’s degree in Finance from the University of Georgia. She holds the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®) designations and is a member of the CFA Institute, CFA Society of Atlanta, and the CAIA Chapter of Atlanta.
In her spare time, Danielle enjoys spending time with her family, friends, and her dog, Gio. She is also an avid baker and a frequent patron of the Atlanta Symphony Orchestra.