
Expertise
Danielle collaborates with an extensive network of internal partners and external advisors to develop and implement comprehensive wealth management solutions for entrepreneurs, founders, philanthropists, business owners, and executives. She frequently works with individuals experiencing significant life and wealth transitions, including inheritance, retirement, and divorce. Danielle provides guidance to individuals, families, and foundations across all aspects of holistic investment and wealth planning. She is responsible for assembling and leading a team of specialists, ensuring each client fully benefits from Northern Trust’s comprehensive capabilities and highly personalized solutions.
Experience
Having joined Northern Trust in 2019, Danielle has over 14 years of wealth management industry experience. Prior to joining Northern Trust, she was a Regional Sales Office Supervisor with Bank of New York Mellon.
Joined Northern Trust
2019
Education
She graduated from Sonoma State University with a bachelor’s degree in Business Administration with a focus on marketing and has completed her CFP education requirements.
Community Involvement
Outside of work, Danielle is actively involved in the community, volunteering with the Santa Barbara Zoo as a member of the Zoofari Committee and supporting the Angels Foster Care Committee.
Santa Barbara
Cash Services Available | No ATM
1485 East Valley Road
Suite 7
Santa Barbara, California 93108