Portfolio Analyst
Daniel McGarvey has made a big impression during his short time with Stonebridge Financial Group. As a Portfolio Analyst, he is dedicated to contributing to the team by working closely with Senior Portfolio Analyst Kristopher Korzi, CFP®, AIF®, immersing himself in portfolio analysis and other related tasks.
He has become an enthusiastic contributor to our blog and shown an eagerness to learn from senior staff. Problem-solving is one of Daniel’s greatest strengths, and he approaches his work looking to find ways to solve problems for our clients.
Daniel joined Stonebridge after graduating with honors from Messiah University, earning a Bachelor of Science in finance and a minor in psychology. During his college years, he served as an investment intern with the Pennsylvania State Employees’ Retirement System and a finance intern for Word Made Flesh. In 2023, Daniel passed the Level III Chartered Financial Analyst (CFA) ® exam.
Daniel, who is fluent in Spanish, enjoys reading and exploring the outdoors as well as playing the guitar when he’s not at work. He also dedicates his free time to watching and playing soccer and basketball. Daniel lives in Williamstown. He and his fiancée, Natalie, are planning a fall wedding in 2023.
