Daniel Needham

CFA, wealth management expert

Daniel Needham is a Chartered Financial Analyst (CFA) with over 20 years of experience in the finance industry. He has held various leadership positions, including president of Morningstar's Wealth Management Solutions and overseeing the U.K. and international business of Praemium. Needham has a strong background in finance and has worked with numerous high-profile clients. He is known for his expertise in multi-asse...