Daniel Riso's Location
New York, NY, US
Daniel Riso's Work
- Co-Founder, Investment Advisor @ Periscope Wealth Management
- Partner @ Statesmen Properties, LLC
- Financial Consultant @ AXA Advisors, LLC
Daniel Riso's Education
- Hobart and William Smith Colleges2005 - 2009
Daniel Riso's Skills
- Retirement Planning
- Estate Planning
- Wealth Management
- Personal Financial Planning
- Risk Management
- Tax-advantaged Investment Strategies
- Corporate Benefits
- Buy-sell Agreements
- Employee Benefits
- Deferred Compensation
Daniel Riso's Summary
Daniel Riso, based in New York, NY, US, is currently a Co-Founder, Investment Advisor at Periscope Wealth Management, bringing experience from previous roles at Statesmen Properties, LLC and AXA Advisors, LLC.. Daniel Riso holds a 2005 - 2009 Hobart and William Smith Colleges. With a robust skill set that includes Retirement Planning, Estate Planning, Wealth Management, Personal Financial Planning, Risk Management and more, Daniel Riso contributes valuable insights to the industry. Daniel Riso has 2 emails and 1 mobile phone number on RocketReach.
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