Daniel Verona is a Director in Pathstone’s Atlanta office. His work includes serving as a primary tax advisor and main point of contact for clients and their families. He collaborates with clients and their advisory teams on advanced tax, estate, and wealth planning considerations.  

Daniel has over 10 years of experience as a tax advisor to UHNW clients from his time at Clarfeld Financial Advisors, LLC, now known as Citizens Private Wealth. His responsibilities there included providing tax planning and compliance services and supporting integrated wealth strategies for families.  

Daniel is a graduate of the University of Rhode Island, where he earned a Bachelor’s degree in Accounting, and Pace University NYC, where he earned a Master’s degree in Taxation. He is a Certified Public Accountant and a member of the American Institute of CPAs. Daniel currently lives and is based out of Colorado.