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Daniel Gross has over 35 years of experience in the financial industry. Daniel has held various roles at different companies, including Pathstone, Federal Street Advisors, TIAA-CREF, Scudder Investments, and Vanguard. At Pathstone, they worked as a Managing Director, providing strategic wealth management and investment services. At Federal Street Advisors, they served as a Principal, specializing in conflict-free wealth advisory and investment consulting. Daniel also had a brief stint at TIAA-CREF as a Manager. Prior to that, they held the position of Managing Director at Scudder Investments for 15 years. Daniel started their career at Vanguard as an AVP in Product Development.

Daniel Gross attended Vassar College where they earned a Bachelor's Degree. Daniel also studied at The Wharton School, but no further specific details about their education history are available.