Prior to joining Wealth, Anne was an estate planning attorney first at McDermott Will & Emery (New York), then at Perkins Coie (San Francisco). She advised a range of clients, including individuals building first-generation wealth to ultra high net worth families across generations. Anne’s practice focused on complex wealth transfer and tax planning strategies.
She graduated from Columbia Law School. In her spare time, Anne enjoys exploring the Bay Area with her animal-loving toddler.
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.
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.
Rafael is a technology entrepreneur and executive with a passion for product innovation. He has 20+ years of experience in technical leadership, including start-up, growth-stage, and Fortune 500 companies.
Prior to founding Wealth, he served as the Chief Technology Officer at Emailage, a global fraud prevention SaaS startup which was acquired by LexisNexis Risk Solutions in March 2020. He is a member of the Forbes Finance Council and an avid community leader in the Phoenix start-up community.
Originally from France but raised in Brazil, Rafael is a committed Phoenix Suns fan. In his free time, he loves spending time with his family, playing Pickleball, video games, reading, and hiking in the Arizona desert.
