Daniel Rogowski MBA

Chief Investment & Quantitative Officer

MBA, Harvard & Rice Grad, Eagle Scout, Data Storyteller & Economics Nerd


Daniel Rogowski is Chief Investment & Quantitative Officer of Capital Data Science (HR&A's parent company), and also sits on the board of directors.

He holds a bachelor's degree from Harvard University in Cambridge, MA and a Master of Business Administration from the Jones Graduate School of Business at Rice University in Houston, TX with concentrations in finance and investment management. He currently attends UC Berkeley completing a Master of Information and Data Science, focusing his research on AI and machine learning.

Daniel believes the future of finance will be driven by data, and his career goal is to be at the forefront of turning financial data into compelling and actionable narratives through the application of A.I. & Machine Learning. He 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 Capital Data Science, 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 completed Accredited Investment Fiduciary 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 the Wall Street Journal, Texas Monthly, and Fortune Magazine. He is a Five Star Wealth Manager (2020, 2021, 2022, & 2023). He was listed first in Fortune Magazine’s February – 2021 Issue for Wealth Managers under 40, and was listed again in 2022 and 2023.

He is proud to have grown up in the Hill Country (central Texas), spending much of his early life in Fredericksburg TX 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 spent much of his childhood in V.A. libraries, traveling around the country with his grandparents, and volunteering for Habitat for Humanity, and he credits these experiences and the people he met with inspiring his passion for learning and helping others.

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. For his Eagle Scout project he built an extension on an animal shelter in Lago Vista, TX.

In addition to his passion for technology and AI, he enjoys researching economic and monetary policy. 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 five-year-old daughter, Sloane. Together Daniel and Sierra attend First United Methodist Church in McKinney, whose pastor, Dr. Thomas Brumett, presided over their wedding.