Dan Stanzler

Dan Stanzler

Independent Dir/Board Member at Beaumont Financial Advisors LLC

Finance
Consumer Services

Profile

Mr. Daniel M.
Stanzler is a Portfolio Manager at Beaumont Financial Advisors LLC.
He advises high net worth and ultra-high net worth families, institutions and non-profit organizations on portfolio management.
He also serves on the Beaumont Investment Committee as an analyst focusing on equities and alternative investments.
Previously, Mr. Stanzler was an equity portfolio manager with Citadel, LLC and Deutsche Bank AG.
He earned a BA in History from Brown University and an MBA from Columbia University.

Dan Stanzler active positions

CompaniesPositionStart
Independent Dir/Board Member 31/10/2022
All active positions of Dan Stanzler

Former positions of Dan Stanzler

CompaniesPositionEnd
Analyst-Equity 08/12/2022
Portfolio Manager-Equities 31/07/2013
Corporate Officer/Principal 29/09/2008
Corporate Officer/Principal 30/03/2005
Corporate Officer/Principal 30/05/2001
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Training of Dan Stanzler

Brown University Undergraduate Degree
The Trustees of Columbia University in The City of New York Masters Business Admin

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

10

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies8

Finance

Finance

Finance

Finance

Finance

Smith Barney & Co., Inc.

Finance

Finance

Finance

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