Daniel Rich is an experienced equity research analyst currently at CFRA Research since July 2021, specializing in industry coverage for the U.S. Previously, Daniel held multiple roles at Vanguard from July 2017 to July 2021, including Orders Client Representative, Associate, where support was provided for clients utilizing Vanguard's brokerage platform, and conducted investment guidance discussions. As a Retirement Specialist, Daniel managed retirement accounts and offered guidance on various retirement topics, while also serving as a Client Relationship Associate, educating clients on Vanguard's investment philosophy and assisting with portfolio allocations. Daniel earned a Bachelor of Arts in English from the University of Pennsylvania in 2017.
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