Danielle Conti Email & Phone Number
Director, Portfolio Management @ HB Wealth
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Danielle Conti Location
- Atlanta, GA, US
Danielle Conti Work
- Director, Portfolio Management @ (December 2025 - Present)
- AVP, Senior Investment Analyst @ (January 2023 - November 2025)
- Regional Advisor Consultant @ (February 2020 - August 2022)
- Internal Advisor Consultant @ (June 2014 - May 2019)
- Internal Wholesaler @ (April 2013 - June 2014)
- Reporting Analyst @ (August 2011 - April 2013)
Danielle Conti Education
- University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA)
2008-2012
Danielle Conti Skills
- Alternative Investments
- CAIA
- Investment Strategies
- Investments
- Mutual Funds
- Retail Sales
- Sales
- Portfolio Management
- Series 63
- PowerPoint
- Asset Management
- Finance
- Fixed Income
- Asset Allocation
- Series 7
- Equities
Danielle Conti Summary
- Danielle Conti, based in Atlanta, GA, US, is currently a Director, Portfolio Management at HB Wealth. Danielle Conti brings experience from previous roles at Truist Wealth, Invesco, First Eagle Investment Management and Stadion Money Management. Danielle Conti holds a 2008 - 2012 Bachelor of Business Administration (BBA) @ University of Georgia - Terry College of Business. With a robust skill set that includes Alternative Investments, CAIA, Investment Strategies, Investments, Mutual Funds and more. Danielle Conti has 2 emails and 1 mobile phone numbers on RocketReach.
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