Founder Of Miles Brown Asset Management
I’m Daniel Brown, the founder of Miles Brown Asset Management.
As a client fiduciary and a fee only, independent advisor I am proud to offer impartial investment management and financial planning guidance to clients who choose to work with me.
My approach to portfolio management and financial planning is characterized by embracing transparency and plain-spokenness. I lift the veil on how your portfolio is invested and what you own by taking direct stakes in companies either through their debt or common stock.
Using this approach, you will not have to guess what you’re invested in or where the risk lies in a portfolio. This allows the conversations between you and I to be targeted, focusing on how the portfolio is working to meet your long-term financial goals.
Before becoming an independent financial advisor, I worked at a few of the most well-known investment firms on Wall Street where I directed client assets across a variety of equity, fixed income, and alternative asset strategies. These roles included trading, investment management, risk mitigation strategies and corporate stock plans.
I earned my undergraduate degree from Arizona State University and am currently pursuing my law degree (Juris Doctorate) from Empire College School of Law (Class of 2022). Additionally, in 2018 I earned a Certificate of Personal Financial Planning from the University of California, Los Angeles Extension.
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