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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 July 2026
4 data sources
Profile completeness 100%
Current company
Role
Principal at Cerity Partners OCIO
Location
United States
Company size
Who is Daniel Mckenna? Overview
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Quick answer
Daniel Mckenna is listed as Principal at Cerity Partners OCIO at Cerity Partners, a with 1282 employees, based in 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
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dmckenna@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 →
SS
Scott Swanson
Colleague at Cerity PartnersLa Canada Flintridge, California, United States
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JH
Justin Hobbs, Cfp®
Colleague at Cerity PartnersDenver, Colorado, United States
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AL
Adam Landau
Colleague at Cerity PartnersGreater Philadelphia, United States
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BL
Ben Lomazow
Colleague at Cerity PartnersNew York, United States
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ZN
Zahid Nisar
Colleague at Cerity PartnersPakistan
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MP
Marcia Paltenstein, Cfp®
Colleague at Cerity PartnersNew York City Metropolitan Area, United States
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SH
Sandra Humphries
Colleague at Cerity PartnersCincinnati Metropolitan Area, United States
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TB
Tyler Brook
Colleague at Cerity PartnersWinter Garden, Florida, United States
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KJ
Krrl Jhsdf K
Colleague at Cerity PartnersUnited States
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RD
Richard De Graaf
Colleague at Cerity PartnersApeldoorn, Gelderland, Netherlands
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Scott Swanson
Colleague at Cerity PartnersLa Canada Flintridge, California, United States
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JH
Justin Hobbs, Cfp®
Colleague at Cerity PartnersDenver, Colorado, United States
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AL
Adam Landau
Colleague at Cerity PartnersGreater Philadelphia, United States
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BL
Ben Lomazow
Colleague at Cerity PartnersNew York, United States
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ZN
Zahid Nisar
Colleague at Cerity PartnersPakistan
View →
MP
Marcia Paltenstein, Cfp®
Colleague at Cerity PartnersNew York City Metropolitan Area, United States
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SH
Sandra Humphries
Colleague at Cerity PartnersCincinnati Metropolitan Area, United States
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TB
Tyler Brook
Colleague at Cerity PartnersWinter Garden, Florida, United States
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KJ
Krrl Jhsdf K
Colleague at Cerity PartnersUnited States
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RD
Richard De Graaf
Colleague at Cerity PartnersApeldoorn, Gelderland, Netherlands
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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 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 Scott Swanson, Justin Hobbs, Cfp®, Adam Landau, Ben Lomazow, and Zahid Nisar.
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.
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