Advisors > ESOP Financing > Investment Bankers

Dan Zugell

Name: Dan Zugell
Company: Capstone Headwaters
Title: Senior VP

p: 724-766-3998
2425 Sidney St
Pittsburgh, PA 15203
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Dan is Senior Vice President with Capstone Headwater's ESOP Advisory Group with a wealth of  experience covering 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.


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

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