Daniel Cochran is our Senior Analyst, where he provides support to the Partners at The Carta Group. In this role he runs our U.S. Equity strategy, provides assessments of client investments, offers personalized investment recommendations, performs analysis of clients' financial health, and manages client data. Through these responsibilities, he is able to ensure that clients receive strategies that are comprehensive and effectively guide them towards a more comfortable financial future.
Daniel holds a Bachelor of Business Administration in Finance from Texas A&M University where he focused on investment strategy and corporate finance. While in college, he served as Vice President and Captain of the club lacrosse team and volunteered as an assistant coach of the South Texas Sharks Youth Lacrosse Organization.
Daniel began his financial services career with The Carta Group in 2018 as an intern. He is committed to providing The Carta Group’s Partners with the necessary resources and information so your family can reach your goals. He holds his Series 7 and 66 Licenses and is a Chartered Financial Analyst (CFA) Level 1 Candidate which recognizes the integrity and competence of financial analysts.
In his free time he enjoys reading, playing basketball with his younger brothers, and attending Syracuse University sporting events. Born and raised in Syracuse, Daniel currently lives in LaFayette, NY with his wife, Hannah, and two dogs.
At The Carta Group, we are dedicated to helping you:
- Identify your goals
- Analyze your current program
- Develop a comprehensive written financial plan based on sound advice
- Implement that plan
- Update the plan on a regular basis
Best of all, we have never lost sight of one essential element- personal service. The true value of your planning is measured by the service you receive AFTER your plan is implemented.