Daniela joined Leading Edge Investment Advisors in May 2024 as an Associate. Bringing strong expertise in client relations, data management, and operational tasks, she plays an integral role in enhancing client experiences and supporting the firm’s operational efficiency.

Before rejoining LEIA, Daniela worked as a Client Service Associate at Mirador Capital Partners, serving as the primary point of contact for clients and managing their needs effectively. She also contributed as a Client Operations Analyst at Makena Capital Management, focusing on client statement reviews and communications. Daniela’s background in client services, financial operations, and administrative support adds valuable perspective and capability to her role at LEIA.

Daniela holds a Bachelor of Arts in Psychology with a minor in Human Resources Management and Organizational Behavior from California State University, Sacramento, and an Associate Degree in Social and Behavioral Science from Woodland Community College.