Daniel E. Trocchia

Vice President of Portfolio & Wealth Advisory

Danny joined BBR partners in 2021 and is a Vice President of Portfolio & Wealth Advisory. His responsibilities include supporting Portfolio and Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors.

Prior to joining the BBR team, Danny was an ESG Fixed Income Research Analyst at Brown Advisory. Danny holds a Bachelor of Business Administration (BBA) degree in Finance with a minor in History from Loyola University Maryland.

In his free time, Danny enjoys live music, staying active, collecting vinyl records, and chasing sunsets. Danny lives in New York City.

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