Results-Oriented, Passionate, Intelligent

As Senior Client Relationship Manager, Danielle is an incredible advocate for our clients serving as a direct point of contact and a key resource.

Danielle is relied upon to contribute to projects and initiatives whose outcomes will enhance our client service offering. She is responsible for the overall delivery and management of our client experience to meet GMAG’s standard of excellence by helping our clients meet and exceed their life goals.

Prior to joining GMAG, Danielle spent nearly two decades at KLS Professional Advisors Group, a subsidiary of Boston Private Financial Holdings, rising to the level of Director and Chief Operating Officer of the Financial Management Group. At KLS, Danielle was responsible for client account management which entailed advising high-net-worth individuals on all areas of wealth and investment management, including estate, insurance, retirement, and tax planning as well as the firm’s compliance matters.

Danielle lives on Long Island with her family. She is a competitive equestrian and an avid boater, and she enjoys tennis and platform tennis. Sharing GMAG’s commitment to service, Danielle supports Push to Walk and the Leukemia & Lymphoma Society’s Team in Training.