Danny joined WEIL in 2004 while completing his undergraduate degree in Economics at the University of California, San Diego. After graduation, he transitioned into a full-time role and has built his career with the firm over the past two decades.

Throughout his tenure at WEIL, Danny has demonstrated a strong commitment to professional development, earning several designations including Registered Investment Advisor Representative, CERTIFIED FINANCIAL PLANNER™ professional, and Certified Investment Management Analyst®.

As Managing Partner, Danny plays a pivotal role in shaping WEIL's investment strategy and portfolio management processes. He provides strategic leadership and vision for the firm's investment operations, guiding long-term direction while ensuring day-to-day excellence in client service. Danny leads the development of innovative portfolio balancing strategies grounded in a deep understanding of each client's unique circumstances and goals. He fosters a collaborative environment that encourages comprehensive evaluation of investment options and promotes alignment with client objectives and risk tolerance.

A key aspect of Danny's leadership philosophy is championing interdepartmental integration across WEIL's platform, working to ensure seamless collaboration that benefits clients. His strategic vision extends beyond portfolio management to encompass firm-wide initiatives to enhance client outcomes and operational efficiency.

Previously, Danny served on the Board of Directors and Finance Committee for Words Alive, a San Diego-based non-profit dedicated to promoting childhood literacy.

Originally from Los Angeles, Danny currently resides in San Diego with his wife and two daughters. When not at WEIL, Danny can be found traveling with his family, on the basketball court, or enjoying time with his daughters

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dcung@cweil.com

(858) 724-6045