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David H
Series 63, Series 65
Boca Raton, FL
Banyan Global Investment Advisors, LLC
David Hofer is a financial advisor at Banyan Global Investment Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Fortis Capital Advisors, Purshe Kaplan Sterling Investments, Apollon Wealth Management, Fortune Financial Services, and Blue Chip Wealth Management. Outside of his advisory work, he serves as chairman of the Steven C. Bardan Charitable Foundation. Banyan Global Investment Advisors provides discretionary asset management to individuals, trusts, retirement accounts, and partnerships, typically serving clients with at least $1 million in investable assets. The firm emphasizes customized municipal bond portfolios and incorporates yield-producing instruments, employing third-party sub-advisors and separately managed accounts while facilitating client participation in certain higher-risk market activities.
Daniel R
Series 63, Series 65
Boca Raton, FL
Banyan Global Investment Advisors, LLC
Daniel Reich is a financial advisor with Banyan Global Investment Advisors, LLC in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Banyan Global Investment Advisors since 2012 and previously worked at Fortis Capital Advisors, LLC. Banyan Global Investment Advisors provides discretionary asset management primarily to individuals, trusts, retirement accounts, and partnerships with at least $1 million in investable assets. The firm focuses on customized municipal bond portfolios held to maturity, supplemented by yield-producing instruments and employs third-party sub-advisors and separately managed accounts, while facilitating higher-risk market access activities for qualified clients.
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