Daniele is Managing Partner and Chief Investment Officer of McShane Partners Wealth & Investment Advisory where she is the majority shareholder. Under Daniele’s management, the firm has grown to over $700 million in individual and institutional assets. As a fee-only advisory firm, McShane Partners is passionate about client care and community contribution. Daniele focuses on equity research across a broad range of industries. She has assembled a strong investment team with in-house proprietary research and architected research templates for manager due diligence stock selection. Daniele serves on the Foundation for the Carolinas Investment Committee, is a member of Women Executives, serves on the Executive Committee for Queens Learning Society and is a member of the Mint Museum Auxiliary serving on the Endowment Committee.