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Relationship Managers, Sales & Consultants

Daniel Calabretta, AAMS®

Director
Intermediary Client Strategist

704.371.3946

Background

Daniel Calabretta, AAMS®, Director, joined SCM in 2018 and has industry experience since 2018. Daniel is an Intermediary Client Strategist. He received his B.S. in Financial Economics from Duke University. He holds the Accredited Asset Management Specialist designation.

Area of Focus

  • Client strategist, intermediary

Education

  • B.S. in Financial Economics from Duke University

Affiliations & Professional Licenses

  • Accredited Asset Management Specialist
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