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Daniel B

CFA®

Seattle, WA

RB Capital Management, LLC

Daniel Barnes is a CFA® charterholder with 20 years of experience in the financial industry. He is currently a member of the team at RB Capital Management, LLC and has previously worked at Strait & Sound Wealth Management LLC, Barnes Capital, Inc., and Uncommon Counsel LLC. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management, emphasizing hedged strategies and managed fixed-income portfolios while integrating financial planning into its advisory services.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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