Daniel Brereton
About Daniel Brereton
Director, Investor Relations
Daniel Brereton serves as the Director of Investor Relations. In this role, he is responsible for managing and communicating with investors and stakeholders to ensure their needs and concerns are addressed. He leverages his extensive background in wealth management and experience with alternative investments to provide strategic insights and maintain strong relationships with investors.
Experience at UBS
Daniel Brereton spent several years at UBS in high-net worth and corporate wealth management consulting. During his tenure, he specialized in managing retirement plans valued at over $3 billion. His role involved advising clients on various investment strategies and financial planning, with a focus on maximizing returns and minimizing risks.
Expertise in Alternative Investments and Real Estate
Daniel Brereton has extensive experience with a wide range of alternative investments. He has developed a keen interest in the real estate sector, utilizing his financial acumen to identify and capitalize on investment opportunities. His expertise in this area allows him to provide valuable insights and guidance to investors looking to diversify their portfolios.
Military Background
Daniel Brereton served as an active duty engineer officer in the U.S. Army for four years. Stationed at Schofield Barracks, HI, he gained valuable leadership and engineering experience. His military background has equipped him with a strong work ethic, discipline, and strategic thinking skills that he applies to his professional roles.
Education in Mathematics and Financial Engineering
Daniel Brereton holds a Bachelor of Arts in Mathematics from New York University. He furthered his education by earning a Master of Science in Financial Engineering from the University of Southern California. His academic background provides a solid foundation in quantitative analysis, financial modeling, and engineering principles, which he leverages in his career in investor relations and wealth management.