Nick Darzentas
Portfolio Manager-Equities at Castle Wealth Management LLC
Profile
Mr. Nicholas D.
Darzentas, CFA, is a Portfolio Manager at Castle Wealth Management LLC.
He joined the firm in December 2001 and worked as a portfolio manager and trader for more than 20 years.
He is experienced in equity research and analysis, portfolio construction and evaluating private equity offerings.
In addition, he has implemented and managed equity models as well as long/short portfolios and options strategies.
He worked in Chicago in the early years of his career and in Palm Beach County for the last 18 years.
His previous firms include ROQ Capital, Bank of New York Convergex, T3 Trading Group, and Sky Alpha Asset Advisors.
Mr. Darzentas earned a Bachelor of Science in Business Administration with a Major in Finance and a Minor in Economics from the University of Florida in 2001, graduating with Honors.
He became a CFA charter holder in 2008.
Nick Darzentas active positions
Companies | Position | Start |
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Castle Wealth Management LLC
Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities. | Portfolio Manager-Equities | 30/11/2021 |
Training of Nick Darzentas
University of Florida | Undergraduate Degree |
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Linked companies
Private companies | 1 |
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Castle Wealth Management LLC
Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities. | Finance |
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