Danny joined Christopher Weil & Company, Inc. (WEIL) in July 2004 while working on his undergraduate degree at the University of California, San Diego. Two years later, having earned his Economics degree, he joined the WEIL team full time. In the course of his tenure at WEIL (so far), he has earned his Registered Investment Advisor Representative designation, his Certificate in Personal Financial Planning from San Diego State University making him a CERTIFIED FINANCIAL PLANNER™ practitioner, and earned his Certified Investment Management Analyst® Certification, administered by the Investment Wealth Institute and taught in conjunction with the Yale School of Management.

Currently, Danny serves as both Manager of the Investment Management Team and Investment Officer of Portfolio Construction. Additionally, he serves on WEIL’s Culture-Intersects-Operations Committee. Through his work at WEIL, he works to attain extensive understanding of every client’s individual circumstances and innovate ways to properly balance their portfolios. He collaborates with his team to explore the universe of investment possibilities and scrutinize their appropriateness for our clients. He communicates closely with the other Managers to enhance interdepartmental integration. And he works to bolster diversity, inclusion, and equity at WEIL by seeking out and cultivating talent from all walks of life, while also growing and sustaining a work space that utilizes its staffs’ talents and respects their contributions.
 

Danny previously served as the Treasurer on the Board of Directors and on the Finance Committee for Words Alive, a non-profit organization dedicated to sharing the value of reading and literacy with children of all ages in the San Diego area. Originally from Los Angeles, Danny lives in San Diego with his wife, Vivian, and his two young daughters. He used to spend his free time playing basketball (as a huge Lakers fan) and traveling with his wife. Now all non-work time is focused squarely on raising his girls. (Who knew anything could take the place of his love of basketball?)

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dcung@cweil.com

(858) 724-6045

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