Daniela Peña Reed

Portfolio Administrator

Daniela has over five years of experience in the financial services industry. She joined Stavis & Cohen in 2022. Her responsibilities include assisting and supporting the firm's Investment Team. Prior, Daniela worked at a boutique RIA in Houston for nearly five years.

She holds a Bachelor of Business Administration in Finance from The University of Texas at San Antonio and is currently pursuing her securities licenses.  

Daniela is originally from Mexico and is bilingual in English and Spanish. In her free time, she enjoys outdoor activities and spending time with her twin boys and husband, Oscar. She also considers herself a foodie and loves to travel! 

Non-registered assistant to Stavis & Cohen Private Wealth