![Dan Angel](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Daniel Angel worked as a Senior Research Analyst at Convergent Wealth Advisors LLC.
He then worked as an Investment Analyst at Crystal Rock Capital Management LLC from 2016 to 2022.
Mr. Angel received an undergraduate degree from Syracuse University and an MBA from The University of Chicago Booth School of Business.
Former positions of Dan Angel
Companies | Position | End |
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Crystal Rock Capital Management LLC
![]() Crystal Rock Capital Management LLC Investment ManagersFinance Founded in 2005 by Jay H. Freedman, Crystal Rock Capital Management is a registered investment advisor headquartered in Bannockburn, Illinois. | Analyst-Equity | 2022-09-30 |
Convergent Wealth Advisors LLC
![]() Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Corporate Officer/Principal | - |
Training of Dan Angel
Syracuse University | Undergraduate Degree |
The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Convergent Wealth Advisors LLC
![]() Convergent Wealth Advisors LLC Investment ManagersFinance Founded in 1994 by David Lockshin, Convergent Wealth Advisors LLC is a registered investment advisor and hedge fund manager located in Potomac, Maryland. The firm is a majority owned subsidiary of Convergent Capital Management LLC. Convergent Wealth Advisors provides portfolio management services to individuals, high net-worth individuals, trusts, family entities, pension and profit-sharing plans, corporations, charitable institutions, foundations, universities, endowments, municipalities, and other US institutions. The firm provides advisory services to affiliated and unaffiliated private investment funds. They also provide investment advice to affiliated and non-affiliated investment advisors. | Finance |
Crystal Rock Capital Management LLC
![]() Crystal Rock Capital Management LLC Investment ManagersFinance Founded in 2005 by Jay H. Freedman, Crystal Rock Capital Management is a registered investment advisor headquartered in Bannockburn, Illinois. | Finance |
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