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Daniel McCulloch Location
Houston, TX, US
Daniel McCulloch Work
Co-Head of U.S. Wirehouse and IBD Sales @ Brookfield (June 2025 - Present)
Central Division Leader @ Brookfield (October 2022 - June 2025)
Private Wealth Director @ Brookfield (July 2022 - September 2022)
Executive Director, Alternative Investments @ (October 2020 - August 2022)
Executive Director of Business Development @ Paloma Partners (October 2013 - May 2019)
Executive Director @ (June 2009 - September 2013)
Director, Alternative Investment Sales @ (January 2007 - April 2010)
Vice President, Alternatives Strategist @ (January 2004 - January 2007)
Senior Account Manager @ Wall Street Access (January 2003 - January 2004)
Internal Wholesaler @ (May 1999 - December 2002)
Daniel McCulloch Education
Boston College
BS (Marketing)
1995-1999
Delbarton School 1992-1995
Daniel McCulloch Skills
Alternative Investments
Series 7
Hedge Funds
Series 63
Mutual Funds
Fund Of Funds
Asset Allocation
Separately Managed Accounts
Wealth Management
Asset Managment
Equities
Investments
Modern Portfolio Theory
Fixed Income
Investment Strategies
Private Equity
Hedging
Financial Advisory
Capital Markets
Asset Management
Daniel McCulloch Summary
Daniel McCulloch, based in Houston, TX, US, is currently a Co-Head of U.S. Wirehouse and IBD Sales at Brookfield. Daniel McCulloch brings experience from previous roles at Brookfield, Morgan Stanley and Paloma Partners. Daniel McCulloch holds a 1995 - 1999 BS in Marketing @ Boston College. With a robust skill set that includes Alternative Investments, Series 7, Hedge Funds, Series 63, Mutual Funds and more. Daniel McCulloch has 2 emails on RocketReach.
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