Daniel Hinchey Esq. CFAAttorney
- Massachusetts, 2013
Daniel Hinchey is a life-long New Englander who has over 25 years of experience in the financial services industry. Over the course of his career, Daniel has worked with individuals and families to build long-term wealth, as well as institutional investors and hedge funds. For his individual investors, he focused on financial planning and growing retirement accounts to allow his clients to retire in comfort. Daniel’s advice has guided his clients through recessions and the trials of life.
Daniel tailors his advice to his client’s needs. Every client has a different risk appetite. Particularly, Daniel understands that a client’s needs change over the course of their life. The investment profile for a young couple is different from the investment profile for a retiree seeking to maintain wealth. Daniel incorporates his client’s particular investment goals into the overall investment plan.
Daniel was also admitted to practice law in Massachusetts in 2013. His legal background offers a rare combination of wealth generation and legal wealth protection. As an attorney, Daniel guides his clients on complex legal matters such as trusts, estates, and wills. His understanding of the law allows for a comprehensive wealth-building strategy combined with the legal strategy to protect his client’s generational wealth.
Daniel is a member of the Lawrence Bar Association, the Boston Security Analysts Society, and the CFA Institute.
- Lawrence Bar Association
- Boston Security Analysts Society
- CFA Institute