Dan Stanzler
Independent Dir/Board Member chez Beaumont Financial Advisors LLC
Profil
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.
Postes actifs de Dan Stanzler
| Sociétés | Poste | Début |
|---|---|---|
Beaumont Financial Advisors LLC
 Beaumont Financial Advisors LLC Investment ManagersFinance Founded in 2022, Beaumont Financial Advisors LLC is a financial advisory firm that provides comprehensive financial expertise to clients. The company is based in Needham, MA and offers a knowledge center to help clients make informed decisions by providing up-to-date information on current and future market trends. Part of Focus Financial Partners, Inc., the company's business philosophy is reflected in the word "partner" in its name. | Independent Dir/Board Member | 01/11/2022 |
Anciens postes connus de Dan Stanzler
| Sociétés | Poste | Fin |
|---|---|---|
Beaumont Financial Partners LLC
 Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Analyst-Equity | 09/12/2022 |
Surveyor Capital Ltd.
 Surveyor Capital Ltd. Investment ManagersFinance Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC. | Gestionnaire de Portefeuille-Actions | 01/08/2013 |
Deutsche Bank Corp.
 Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY. | Corporate Officer/Principal | 30/09/2008 |
3 Notch Capital Management LLC
 3 Notch Capital Management LLC Investment ManagersFinance 3 Notch Capital Management LLC is a hedge fund company located in New York City. | Corporate Officer/Principal | 31/03/2005 |
Thomas Weisel Partners LLC
 Thomas Weisel Partners LLC Investment Banks/BrokersFinance Founded in 1998, Thomas Weisel Partners (TWP) is a broker/dealer headquartered in San Francisco with offices in New York City, Boston, Denver, Colorado and Palo Alto, California. The firm is a subsidiary of Thomas Weisel Partners Group, Inc. (Nasdaq: TWPG), a San Francisco-based investment banking firm. Their ultimate parent is Stifel Financial Corp. (NYSE: SF). TWP's investment banking, brokerage and equity research divisions serve emerging growth companies and institutional investors around the world. They are a member of the NYSE, the SIPC and FINRA. TWP specializes in the growth sectors of the economy with a particular focus on the consumer, energy, healthcare, Internet, media/telecommunications, metals/mining and technology sectors. Within the consumer sector, the firm focuses on: financial products, gaming/lodging, interactive market services, lifestyles/sports retailers, restaurants and hardlines and softlines retailing. TWP's global energy research is provided by analysts in three countries and covers the following trends: (1) fast-growing oil and natural gas producers in North America and worldwide (2) domestic and international energy service companies and (3) alternative energy technology and resource developers. Within the healthcare sector, TWP focuses on: biotechnology, diagnostics, healthcare information technology, pharmaceutical services, life science technology, medical devices and specialty pharmaceuticals. The firm's interest in the Internet, media and telecommunications sector include: Internet services, media, broadcasting and telecommunications services. Their focus within the metals and mining sector include: base metals, gold, precious metals and uranium. TWP's technology research focuses on: (1) applied technologies (2) communications components (3) core and wireless communications equipment (4) IP networking communications equipment (5) electronic supply chain (6) enterprise hardware (7) information and financial technology services (8) semiconductor capital equipment (9) broadline and specialty semiconductors (10) applications and communications software and (11) infrastructure software. TWP also provides value-added equities analysis across a variety of sectors including: industrials, financials, consumer, technology and healthcare. | Corporate Officer/Principal | 31/05/2001 |
Formation de Dan Stanzler
| Brown University | Undergraduate Degree |
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Thomas Weisel Partners LLC
Thomas Weisel Partners LLC Investment Banks/BrokersFinance Founded in 1998, Thomas Weisel Partners (TWP) is a broker/dealer headquartered in San Francisco with offices in New York City, Boston, Denver, Colorado and Palo Alto, California. The firm is a subsidiary of Thomas Weisel Partners Group, Inc. (Nasdaq: TWPG), a San Francisco-based investment banking firm. Their ultimate parent is Stifel Financial Corp. (NYSE: SF). TWP's investment banking, brokerage and equity research divisions serve emerging growth companies and institutional investors around the world. They are a member of the NYSE, the SIPC and FINRA. TWP specializes in the growth sectors of the economy with a particular focus on the consumer, energy, healthcare, Internet, media/telecommunications, metals/mining and technology sectors. Within the consumer sector, the firm focuses on: financial products, gaming/lodging, interactive market services, lifestyles/sports retailers, restaurants and hardlines and softlines retailing. TWP's global energy research is provided by analysts in three countries and covers the following trends: (1) fast-growing oil and natural gas producers in North America and worldwide (2) domestic and international energy service companies and (3) alternative energy technology and resource developers. Within the healthcare sector, TWP focuses on: biotechnology, diagnostics, healthcare information technology, pharmaceutical services, life science technology, medical devices and specialty pharmaceuticals. The firm's interest in the Internet, media and telecommunications sector include: Internet services, media, broadcasting and telecommunications services. Their focus within the metals and mining sector include: base metals, gold, precious metals and uranium. TWP's technology research focuses on: (1) applied technologies (2) communications components (3) core and wireless communications equipment (4) IP networking communications equipment (5) electronic supply chain (6) enterprise hardware (7) information and financial technology services (8) semiconductor capital equipment (9) broadline and specialty semiconductors (10) applications and communications software and (11) infrastructure software. TWP also provides value-added equities analysis across a variety of sectors including: industrials, financials, consumer, technology and healthcare. | Finance |
Beaumont Financial Partners LLC
Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Finance |
North Bay Capital Management LP
 North Bay Capital Management LP Investment ManagersFinance North Bay Capital Management LP is a hedge fund manager located in Boston | Finance |
3 Notch Capital Management LLC
3 Notch Capital Management LLC Investment ManagersFinance 3 Notch Capital Management LLC is a hedge fund company located in New York City. | Finance |
Deutsche Bank Corp.
Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY. | Finance |
| Smith Barney & Co., Inc. | Finance |
Surveyor Capital Ltd.
Surveyor Capital Ltd. Investment ManagersFinance Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC. | Finance |
Beaumont Financial Advisors LLC
Beaumont Financial Advisors LLC Investment ManagersFinance Founded in 2022, Beaumont Financial Advisors LLC is a financial advisory firm that provides comprehensive financial expertise to clients. The company is based in Needham, MA and offers a knowledge center to help clients make informed decisions by providing up-to-date information on current and future market trends. Part of Focus Financial Partners, Inc., the company's business philosophy is reflected in the word "partner" in its name. | Finance |
