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Daniel Zugell

  • Senior Vice President
(724) 766-3998
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Biography

Daniel M. Zugell, CLU, ChFC, LUTCF is Director/Senior Vice President at Capstone Headwaters with a wealth of hands-on and management experience spanning many financial service disciplines.   Dan’s experience includes the formation of MetLife’s ESOP program and as a Director of MetLife’s Institutional Specialized Benefit Resources division.   Since 1998, Dan has emerged as a national presence on ESOP matters as a frequently published author and featured speaker. Dan holds a B.A from Grove City College, has earned several advanced financial designations and is a member of The ESOP Association, National Center for Employee Ownership, The Estate Planning Council and the Society of Financial Service Professionals. Ambassador - Pennsylvania Center for Employee Ownership.

Education

Grove City College - BA

Industry Coverage

Employee Stock Option Plans (ESOPs) provide an opportunity for business owners or shareholders to successfully plan an immediate or gradual tax-advantaged exit strategy, while also engineering the continued success of the business.  In our latest report, ESOPs - Your Questions Answered, we provide you with detailed information on situations to consider an ESOP, as well as answers to common questions.Read more