Wealth Management Advisor
Denny is a partner and a discretionary Portfolio Manager with Salient Wealth Planning Group. Denny brings over 20 years of wealth management experience to the team. Prior to joining Salient Wealth Planning Group, Denny spent 9 years at Merrill Lynch with his current partners (Garrick Peters, Loren Peters and Jonathan Pineda) as a designated “Portfolio Manager” of the PIA Program through Merrill Lynch. Denny’s focus was in executing sophisticated Global Asset Allocation Strategies with a primary focus of managing downside risk for high net worth families and Private Endowments. Prior to joining Merrill Lynch in 2008, Denny was with Smith Barney / Citigroup (2005-2008) where he began his focus towards total wealth management for his clients. Denny started his career in 2000 with a boutique fixed income brokerage, ML Stern & Co. out of Beverly Hills, CA where his focus was providing high net worth investors’ access to local tax free bond issues.