AeroLeads people directory · profile
Daniel Mckenna Email & Phone Number
Principal at Cerity Partners OCIO
at
Cerity Partners
1 work email found
@agilitycio.com
1 phone found area 215
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal at Cerity Partners OCIO
Location
United States, United States, United States
Company size
Who is Daniel Mckenna? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel Mckenna is listed as Principal at Cerity Partners OCIO at Cerity Partners, a company with 1282 employees, based in United States, United States, United States. AeroLeads shows a work email signal at agilitycio.com, phone signal with area code 215, and a matched LinkedIn profile for Daniel Mckenna.
Daniel Mckenna previously worked as Senior Associate at Cerity Partners OCIO at Cerity Partners and Director at Agility Outsourced Chief Investment Officer. Daniel Mckenna holds Master Of Science (M.S.), Finance, 3.95 Gpa from American University.
Company email context
Email format at Cerity Partners
This section adds company-level context without repeating Daniel Mckenna's masked contact details.
{first_initial}{last}@agilitycio.com
76% confidence
AeroLeads found 1 current-domain work email signal for Daniel Mckenna. Compare company email patterns before reaching out.
Profile bio
About Daniel Mckenna
Daniel Mckenna is a Principal at Cerity Partners OCIO at Cerity Partners. He possess expertise in corporate finance, bloomberg terminal, stata, financial analysis, microsoft excel and 30 more skills.
Listed skills include Corporate Finance, Bloomberg Terminal, Stata, Financial Analysis, and 31 others.
Current workplace
Daniel Mckenna's current company
Company context helps verify the profile and gives searchers a useful next step.
Cerity Partners
12 roles
Daniel Mckenna work experience
A career timeline built from the work history available for this profile.
Senior Associate At Cerity Partners Ocio
Current
Jun 2024 - Present
Director
During May 2024, Agility combined with Cerity Partners to form Cerity Partners OCIO.
Feb 2023 - Jun 2024
Jan 2021 - Feb 2023
Oct 2017 - Jan 2021
Associate Financial Analyst
Analyze 100 client portfolios and make recommendations for appropriate changes to maximize risk/reward.Prepare daily written reports of current market research integral to wealth management process
May 2017 - Oct 2017
Fund Manager - Student Managed Investment Fund
Manage $550,000 endowment portfolio that outperformed the S&P 500, pitch trades based on fundamental and technical analysisMotivate and lead 35 analysts, analyze all investment decisions, create and review financial models, and lead discussion on analyst recommendations
Jan 2017 - May 2017
Financial Analyst - Student Managed Investment Fund
Prepare and present weekly industry reports on portfolio holdings within Health Care Industry, Investor PresentationPitched sell recommendations for Juno Therapeutics, Inc. (JUNO) and a buy recommendation for Danaher Corp. (DHR)
Sep 2016 - Dec 2016
Graduate Teaching Assistant
Teach content-workshops for FIN-614, the graduate-level introduction to Finance course.
Sep 2016 - May 2017
Learning Assistant - Economics
Tutored 20+ students privately in Microeconomics, MacroeconomicsConducted weekly content workshops and office hours for undergraduate coursesMonitored class progress, saw whole-letter grade improvement for those who consistently attended
Jan 2013 - May 2016
Instructor
Jul 2013 - Dec 2015
Marketing Intern
Larry Singer Studios
Implemented graphic design for posters and brochures advertising conservatory programDeveloped advertising strategies for conservatory program, broadened scope to reach new marketsIncreased project return by reducing program costs by 10%
Jul 2014 - May 2015
Team & coworkers
Colleagues at Cerity Partners
Other employees you can reach at ceritypartners.com. View company contacts for 1282 employees →
AR
Ally Reeves, Cfp®
Colleague at Cerity PartnersLouisville, Kentucky, United States, United States
View →
MR
Melanie Ross, Cfp®, Ea
Colleague at Cerity PartnersGreater Chicago Area, United States
View →
KP
Kellie Panter
Colleague at Cerity PartnersElizabethtown, Kentucky, United States, United States
View →
KK
Knight'S Kaffh'S
Colleague at Cerity PartnersManipur, India, India
View →
TC
Trevin Cox
Colleague at Cerity PartnersLouisville, Kentucky, United States, United States
View →
CG
Cameron Grimm
Colleague at Cerity PartnersNew York City Metropolitan Area, United States
View →
AF
Alexander Faber, Cfa, Cfp®
Colleague at Cerity PartnersBaltimore, Maryland, United States, United States
View →
JK
Jenny Kunz
Colleague at Cerity PartnersOmaha, Nebraska, United States, United States
View →
BK
Brandon Knight
Colleague at Cerity PartnersNashville, Tennessee, United States, United States
View →
PM
Patrick Morrow, Chfc
Colleague at Cerity PartnersIndianapolis, Indiana, United States, United States
View →
Ally Reeves, Cfp®
Colleague at Cerity PartnersLouisville, Kentucky, United States, United States
View →
MR
Melanie Ross, Cfp®, Ea
Colleague at Cerity PartnersGreater Chicago Area, United States
View →
KP
Kellie Panter
Colleague at Cerity PartnersElizabethtown, Kentucky, United States, United States
View →
KK
Knight'S Kaffh'S
Colleague at Cerity PartnersManipur, India, India
View →
TC
Trevin Cox
Colleague at Cerity PartnersLouisville, Kentucky, United States, United States
View →
CG
Cameron Grimm
Colleague at Cerity PartnersNew York City Metropolitan Area, United States
View →
AF
Alexander Faber, Cfa, Cfp®
Colleague at Cerity PartnersBaltimore, Maryland, United States, United States
View →
JK
Jenny Kunz
Colleague at Cerity PartnersOmaha, Nebraska, United States, United States
View →
BK
Brandon Knight
Colleague at Cerity PartnersNashville, Tennessee, United States, United States
View →
PM
Patrick Morrow, Chfc
Colleague at Cerity PartnersIndianapolis, Indiana, United States, United States
View →
3 education records
Daniel Mckenna education
Master Of Science (M.S.), Finance, 3.95 Gpa
Bachelor’S Degree, Finance, Theatre (Acting), 3.96 Gpa
High School, College Prep Program With Emphasis On Honors And Advanced Placement
FAQ
Frequently asked questions about Daniel Mckenna
Quick answers generated from the profile data available on this page.
What company does Daniel Mckenna work for?
Daniel Mckenna works for Cerity Partners.
What is Daniel Mckenna's role at Cerity Partners?
Daniel Mckenna is listed as Principal at Cerity Partners OCIO at Cerity Partners.
What is Daniel Mckenna's email address?
AeroLeads has found 1 work email signal at @agilitycio.com for Daniel Mckenna at Cerity Partners.
What is Daniel Mckenna's phone number?
AeroLeads has found 1 phone signal(s) with area code 215 for Daniel Mckenna at Cerity Partners.
Where is Daniel Mckenna based?
Daniel Mckenna is based in United States, United States, United States while working with Cerity Partners.
What companies has Daniel Mckenna worked for?
Daniel Mckenna has worked for Cerity Partners, Agility Outsourced Chief Investment Officer, Sherman Wealth Management, American University - Kogod School Of Business, and American University.
Who are Daniel Mckenna's colleagues at Cerity Partners?
Daniel Mckenna's colleagues at Cerity Partners include Ally Reeves, Cfp®, Melanie Ross, Cfp®, Ea, Kellie Panter, Knight'S Kaffh'S, and Trevin Cox.
How can I contact Daniel Mckenna?
You can use AeroLeads to view verified contact signals for Daniel Mckenna at Cerity Partners, including work email, phone, and LinkedIn data when available.
What schools did Daniel Mckenna attend?
Daniel Mckenna holds Master Of Science (M.S.), Finance, 3.95 Gpa from American University.
What skills is Daniel Mckenna known for?
Daniel Mckenna is listed with skills including Corporate Finance, Bloomberg Terminal, Stata, Financial Analysis, Microsoft Excel, Microsoft Word, Leadership, and Teamwork.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Daniel Mckenna you were looking for.
View similar profiles
