Biography
Daniel Rogowski is Chief Executive & Quantitative Officer of Harman Rogowski & Associates. Harman Rogowski & Associates is an award-winning independent investment advisory and quantitative research firm serving corporations, foundations, individuals and families, and pension/ retirement plan committees and participants. HR&A’s offerings include investment management, quantitative research, planning, and 3(38) & 3(21) plan fiduciary services. HR&A’s affiliate entity Harman Crowell Dias CPAs, an award-winning regional accounting practice, also offers accounting and tax services.
After graduating from Harvard University in Cambridge, MA with a bachelor’s degree in economics, Daniel completed a Master of Business Administration (MBA) at Rice University in Houston, TX with concentrations in corporate finance, strategy, and investment management. Rice’s MBA program was rated the #1 graduate school for entrepreneurship by The Princeton Review in 2020 and #5 business school for finance. Daniel is currently attending the University of California, Berkeley completing a Master of Information and Data Science, focusing his studies on financial analytics, statistics, and research design. Berkeley was ranked the #1 university for data science in the world by U.S. News in 2022.
Daniel believes the future of finance will be data-driven, and his career goal is to be at the forefront of turning financial data into compelling and actionable narratives through quantitative research and the application of A.I.& Machine Learning. Daniel studied Tableau Data Analytics at the NYU Tandon School of Engineering in conjunction with Tableau, and is proficient with Python, SQL, and R. In 2022 he launched a new consulting company, Data Storytellers, to help client companies tell better data-driven stories and presentations.
Prior to Harman Rogowski & Associates, Daniel worked at Merrill Lynch and Bank of America. During his employment with Merrill Lynch, he successfully completed the Series 7 General Securities Representative Exam, Series 65 Uniform Investment Adviser Law Exam, and Series 63 Uniform Securities Agent State Law Exam. He was also Chief Quantitative Officer of Legion Wealth Management which was later acquired by HR&A. He completed Accredited Investment Fiduciary(AIF) training through Fi360, an organization which helps financial intermediaries use prudent fiduciary practices to profitably gather, grow, and protect investors’ assets.
Daniel has won several industry awards and been featured in publications including Wall Street Journal, Texas Monthly, and Fortune Magazine. He is a Five Star Wealth Manager award recipient (2020, 2021, & 2022). He was listed first in Fortune Magazine’s February – 2021 Issue for Wealth Managers under 40.
He is proud to have grown up in the Hill Country (central Texas), spending much of his early life in Fredericksburg with his grandparents. His grandfather John E. Peterson, a World War II veteran, lay minister in the Episcopal church, and engineer first taught him about trading stocks. While his grandfather passed in 2014, he remains very close with his grandmother, a retired librarian for the V.A. hospital system who attended the University of Wisconsin and Marquette. Daniel obtained the rank of Eagle Scout in the Boy Scouts of America while attending Vista Ridge High school in Cedar Park, Texas where he played two instruments, led multiple academic organizations, and participated in varsity athletics.
In addition to his passion for technology and data science, he enjoys researching economics, monetary policy, emerging markets, and financial technology. He was involved in the early stages of Bitcoin (back when Bitcoin mining was done by students in dorms, not corporations with supercomputers).
He married his wife, Sierra, in August 2015, and they reside together in McKinney, just north of Dallas. Daniel and Sierra are proud parents of a four-year-old daughter, Sloane. Together Danieland Sierra attend First United Methodist Church in McKinney, whose pastor, Dr. Thomas Brumett, presided over their wedding.
