Daniel Koren

Background

About Daniel Koren

With 11 years of capital-markets experience, I currently drive both operational excellence and hands-on portfolio management at WM Family Office: • Investment Operations Leadership – I oversee the full lifecycle of client transactions, from trade capture and reconciliation through settlement and corporate actions. I design and refine workflows across multiple systems ensuring accuracy, regulatory compliance and cost efficiency. • Portfolio Management & Client Advisory – I partner directly with ultra-high-net-worth families to translate their goals into bespoke investment strategies. This includes asset-allocation reviews, performance attribution analysis, risk reporting, and ongoing rebalancing—always with a focus on clear, jargon-free client communication. • Structured Products & Other Solutions – While not my core focus, I regularly price and analyze structured notes and other tailored products as part of our broader investment toolkit, collaborating with product desks and legal teams to integrate them smoothly into client portfolios. I believe the true value of a family office lies in combining rigorous process control with a deeply personal approach. My goal is to keep enhancing our technological capabilities and to deliver proactive, data-driven insights—so every client feels understood, protected, and empowered to achieve their long-term objectives. Prior to WM Family Office ive worked for 3 years at Amitim Pension Funds I specialized in calculating pension benefits and valuations under strict regulatory oversight.