Austin McDaniel, MBA, CFA, CFP®

Austin McDaniel, MBA, CFA, CFP®

Wealth Advisor | Partner | CIO

Austin serves as UAS' Chief Investment Officer.  He is a New Mexico native, and started with UAS in 2005 after completing his undergraduate degree.  Austin has over 16 years of experience advising families with financial complexity.  His focus is working with business owners, medical specialists and corporate executives.  

He graduated from the University of New Mexico in 2003 with a B.B.A. in Financial Management.  In 2005, he completed his M.B.A. in Accounting.   

Austin is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the right to use the Chartered Financial Analyst® designation (CFA).    

Membership:

  • CFA Society of New Mexico 
  • Financial Planning Association (FPA) 

On his days off, Austin enjoys spending time with his family, mountain bike riding, running in the foothills, and working on his 1968 Mustang.