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.