You are here
Daniel Zugell
- Senior Vice President
(724) 766-3998
(add to contacts)
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
Transaction Highlights
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