Daniel S. Gimbel is a senior consultant and partner at CTC Consulting. Mr. Gimbel joined CTC in 2006, and focuses on creating investment policies, recommending strategic asset allocations, and implementing managers and funds for optimal portfolio performance for clients of CTC.

Prior to joining CTC, Mr. Gimbel worked in a variety of roles for Charles Schwab & Co., including director of corporate sponsorships, and national sales manager for the Schwab Advisor Network. In the role of director for corporate sponsorships, Mr. Gimbel was responsible for the delivery of investment advice to players and staff of the PGA TOUR.  As the first national sales manager for the Schwab Advisor Network, he managed a team of consultants and was integral to the product development and the evolution of this business to its current form.

Mr. Gimbel has advised clients in the investment industry for over 26 years, and is skilled in all aspects of investment planning for high net worth families. In addition to his work at Charles Schwab & Co., he worked as a financial consultant for EF Hutton/Shearson Lehman Brothers, Inc., and as account executive for Merrill Lynch & Co.

Mr. Gimbel likes to spend time with his family, and participate in sports including amateur golf. He has competed in nine national amateur golf championships in the United States and the United Kingdom.

A Certified Investment Management Analyst, Mr. Gimbel is a member of the Investment Management Consultants Association.  Mr. Gimbel received a BS in business administration/finance from the University of Southern California.