DDIMG Team

Our father-and-son wealth managers bring more than 45 years of combined experience and perspective to every client relationship.

Donald Daniels is a founder member of DDIMG, an independent, fee-only Registered Investment Advisor & fiduciary providing investment management and financial planning to affluent families, business owners, corporate executives, and retirees.

Donald takes a hands-on approach to managing client wealth, combining fundamental investment analysis, portfolio construction, and financial planning with a disciplined focus on risk. He developed DDIMG’s proprietary 14-Point Macro Risk Framework, a systematic process for evaluating economic, market, credit, liquidity, and sentiment conditions to help guide portfolio positioning through changing market environments.

Before founding DDIMG, Donald spent four years with Merrill Lynch Wealth Management advising individuals and families on their investments and broader financial needs. He began his career at Deutsche Bank as a Global Markets Analyst, where he developed the analytical and markets-focused foundation that continues to influence his approach to portfolio management today.

Donald earned degrees in Finance and Economics from the Coggin College of Business at the University of North Florida. He is a member of the Sons of the American Revolution.

Born in Boston and raised in Jupiter, Florida, Donald has longstanding ties to the Jupiter and Palm Beach communities. A proud husband and father, family is central to his life outside of the firm. He also enjoys surfing, boating, golfing, snowboarding, and spending time with family and friends.

As a founding member of Daniels D’Amelio Investment Management Group, a Registered Investment Advisor and Fiduciary, I can fall back on 40+ years of goals-based wealth management by actively investing capital for affluent families, individuals, banks, endowments, corporations, and retirement plans. Through bear and bull market cycles, our clients have persevered, enjoying a high degree of transparency, diversity, moderation, and conservatism while generating a competitive yield.

Born in Cambridge Massachusetts and raised in the town of Winchester, I attended Bridgton Academy, Nichols College and the University of Pennsylvania Wharton School of Business. Starting my career in the Boston office of Merrill Lynch, I spent 21 years between their Boston and Jupiter Florida offices. In 1981, I was very fortunate to have been named a Vice President and stockholder of Smith Barney, a privately held firm at the time, where I spent 9 years of my career. Both firms provided me a wealth of knowledge and extensive training. With a penchant of someday owning and operating my own firm, I ventured out to the boutique side of Wall Street and became a Branch Manager and Senior Vice President of both Tucker Anthony of Boston and Advest of Hartford Ct. This provided me the insight and budgetary training I needed to one day run my own firm.

Organizations:

• Board of Trustees of the Kids in Need Foundation, Lexington Ma.

• Two Term Board Member of the Zoning Board of Appeals, Mansfield Ma.

• Member of the Board of Trustees and Chairman of the Pension and Benefits Committee of the Providence Library

• Two Term Member of the Board of Trustees of Bridgton Academy

• Trustee Emeritus Of Bridgton Academy, Bridgton Me.

• Mansfield, MA Rotary

As a Father of 5 adult children and 5 young grandchildren, I spend my winters in Jupiter, FL and summers in Bridgton ME. As an avid sportsman I enjoy golf, tennis, lacrosse, skiing, sailing, boating and the company of good friends and family.