Danny Lohrfink
Prior to Wealth, Danny served as Business Lead of SoFi’s wealth management division, SoFi Invest. Before that, Danny held several roles at Goldman Sachs Private Wealth Management. Most recently, Danny was a Vice President on the PWM Management team, where he was responsible for leading strategic projects and initiatives. Danny was a standing member of the Operational Experience Group (OEG) and the Client Experience Group (CEG).
Danny graduated cum laude from Georgetown University with a Bachelor of Science in Business Administration. He has been recognized as one of Financial Planning’s 7 Rising Stars of 2024.
When he’s not working, Danny enjoys spending time with his family as well as hiking, skiing, and running. Danny holds a WSET Level 2 Award in Wines and is known to share his passion for winemaking with anyone that will listen.
Signature Speaking Topics
How planning is evolving from static documents and annual reviews into continuous, data-driven systems that power better decisions over a client’s lifetime.
What it takes to design AI systems that meet compliance, security, and institutional standards from day one.
Why the next wave of innovation is about how data is structured, connected, and activated across planning domains.