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Daniel Zugell

  • Senior Vice President
(724) 766-3998
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Biography

Daniel is a Senior Vice President with Capstone's ESOP Advisory Group with a wealth of management experience spanning many financial service disciplines.   Dan’s experience includes the formation of MetLife’s ESOP program, as well as serving 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 has earned several advanced financial designations and is a member of various financial associations including serving as Ambassador for the Pennsylvania Center for Employee Ownership.

Education

Grove City College - BA

Registrations & Affiliations

Chartered Life Underwriter® (CLU®)

Chartered Financial Consultant (ChFC)

Life Underwriter Training Council Fellow (LUTCF®

ESOP Association

National Center for Employee Ownership

The Estate Planning Council

Society of Financial Service Professionals

 

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