Daniel Rogowski is Chief Executive Officer of Harman Rogowski & Associates. Harman Rogowski & Associates is an award-winning independent financial advisory firm serving corporations, foundations, individuals and families, and pension/ retirement plan committees and participants. These offerings include investment management, financial planning, retirement plan 3(38) & 3(21) fiduciary services, tax service and consulting.
Daniel graduated from Harvard University in Cambridge, MA with a Bachelor of Arts degree with a field of study in economics cum laude. He is currently completing an MBA at Rice University in Houston, TX with concentrations in Investment Management & Corporate Finance. Rice’s MBA program was rated No. 1 graduate school for entrepreneurship by The Princeton Review in 2020 and No. 5 business school for finance (one spot above Harvard at #6, which he takes great pleasure in reminding former classmates). Daniel is also participating in the University of Texas at Austin CFP education program.
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 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 is a Five Star Wealth Manager award recipient and was featured in the August - 2020 Issue of Texas Monthly Magazine, the December - 2020 Issue of Fortune Magazine, and was featured in a special section of the September 2nd, 2020 Wall Street Journal. Daniel will be 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 economics, he enjoys researching monetary policy, emerging markets, financial technology and 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 Frisco, just north of Dallas. Daniel and Sierra are proud parents of a two-year-old daughter, Sloane. Together Daniel and Sierra attend First United Methodist Church in McKinney, whose pastor, Dr. Thomas Brumett, presided over their wedding.