Daniel is a Partner in Assurance, Head of BPM’s Nonprofit Industry group and FinTech Leader at BPM. He started his career at BPM and has been with the Firm since 2003.
He has worked extensively with fair value and alternative investments, the Uniform Guidance and Single Audits, significant endowments and UPMIFA, tax-exempt debt, planned giving, partnership accounting, program-related investments, New Markets Tax Credits, gifts-in-kind, crypto/digital currency, and significant capital campaigns.
He is deeply involved in serving nonprofit organizations as part of his commitment to contributing to the betterment of society. He supports a variety of nonprofits, including but not limited to private foundations, social enterprises, trade associations, arts and culture, advocacy and political organizations, private schools, community foundations, and higher education. Daniel provides extensive international NGOs, CDFIs and impact investing, and single audit services. Under his leadership, BPM’s Nonprofit Group has grown significantly during the past serval years.
As Leader of BPM’s FinTech practice, Daniel is a thought leader in the cryptocurrency and Bitcoin space. He works closely with companies involved with BitCoin, Ether, ICOs, crypto hedge funds and exchanges. Some of his clients include marketplace and peer-to-peer lenders, crypto/digital currency and other FinTech companies. He also serves other financial services institutions such as broker-dealers, investment banks, registered investment advisors (RIA), venture capital funds, private equity funds, mortgage pools and hedge funds.
As a leading subject matter and thought leader, he frequently presents at BPM’s Nonprofit Education Series, CalCPA, NCPGC Planned Giving Conference, the Conference on Charitable Giving, Foundation Financial Officers Group Conference, CFO/Arts, and other industry associations and conferences.
Daniel loves to travel and spent several months in Australia for BPM's exchange program. He also visited Cuba while studying abroad, where he received an address from President Fidel Castro.