Advisor at Whitegate Investment Counselors, Inc.
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Credentials
Series 65, Series 66
Firm
Whitegate Investment Counselors, Inc.
Location
Concord, NH 03301
Taylor, Cottrill, Erickson & Associates
2018 - Present (8 years)
Harvest Capital Management
2014 - 2018 (4 years)
CFP®, ChFC®, Series 66
Hooksett, NH
Edward Jones
CFP®, ChFC®, Series 66
Concord, NH
Edward Jones
Series 66
Concord, NH
Edward Jones
Series 63, Series 66
Concord, NH
Merrill
Daniel Ringelstein is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He partners with The Doyle Group in Manchester, New Hampshire, providing high net worth clients with financial strategies, investment management, and comprehensive wealth planning. Daniel began his career as a Cash and Equity Trader in Manhattan after earning his B.A. in Economics from Vassar College in 2000. He subsequently served as Portfolio Manager and Partner at ECM, a Norwegian hedge fund, before founding Winnipesaukee Capital LLC to manage private equity and real estate investments in Northern New England. Since 2013, he has worked in wealth management at Merrill and Morgan Stanley, leveraging his extensive investment experience. Daniel holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Daniel enjoys hiking, boating, and swimming in New Hampshire’s Lakes Region and Norway with his family. He also pursues interests in automotive culture as a car enthusiast and collector.
Series 65
Hooksett, NH
Expansion LLC
Series 63, Series 65
Weare, NH
Cayena Capital Management, LLC
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