Danielle Bugni, CFA


Danielle Bugni, CFA Senior Portfolio Associate

Senior Portfolio Associate

t. 208.343.7556

f. 208.343.5639




Danielle researches investment opportunities and interacts with clients to achieve their goals.  She oversees portfolios, trading operations, and client service.  Danielle has been with the firm since 1999.

Community Involvement

Danielle is a supporter of The Idaho Humane Society, and participates in charitable fun rides benefitting various local non-profit organizations.

Education, Licenses and Certifications

Danielle is a finance honors graduate of Boise State University with degrees in Finance and International business.  She also holds the professional designation of Chartered Financial Analyst (CFA).

Personal Interests

Danielle enjoys mountain biking in the Boise Foothills, traveling, reading, and spending time with family and friends.