Daniel Monte is the founder and president of Sage Tree Wealth, Inc. Mr. Monte oversees the daily operations for the firm and is also responsible for the trading and portfolio management for all of Sage Tree's portfolios. 

Before founding Sage Tree Wealth, Daniel served as the Vice President of Harbor Capital Advisory Services. Prior to his entrance into the financial services industry, Daniel worked as a psychologist for a growing school district in the Phoenix-Metro area. He holds 2 masters level graduate degrees from the University of Rhode Island and has earned a Bachelor’s degree in Psychology from Rutgers University. Daniel’s transition to the financial planning profession came about due to his strong interest and study in the field of Behavioral Finance. In his free time, he enjoys cooking, playing tennis, and spending time with his family.