Dan Stanzler

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Profile

Daniel Mark Stanzler worked as an Associate at Smith Barney & Co., Inc. from 1996 to 1999.
From 1999 to 2001, served as an Associate at Thomas Weisel Partners LLC.
Employed as an Analyst at 3 Notch Capital Management LLC in 2005.
Held the position of Director at Deutsche Bank Corp.
in 2008.
Worked as a Portfolio Manager at Surveyor Capital Ltd. from 2011 to 2013.
Served as a Portfolio Manager at Beaumont Financial Partners LLC from 2014 to 2022 and at Beaumont Financial Advisors LLC from 2022 to 2025.
Also worked as a Security Analyst at North Bay Capital Management LP.
Education includes undergraduate studies at Brown University and an MBA from The Trustees of Columbia University in The City of New York.

Former positions of Dan Stanzler

Companies	Position	End
Beaumont Financial Advisors LLC Beaumont Financial Advisors LLC Investment ManagersFinance Provides investment advice	Analyst-Equity	17/10/2025
Beaumont Financial Partners LLC Beaumont Financial Partners LLC Investment ManagersFinance Beaumont employs both technical and fundamental analytics when reviewing securities. The firm has a suite of portfolio allocations (models), with varying risk levels, to use depending on the client’s risk profile. Each allocation starts with the Beaumont Dominant Benefit Theory of Investing, along with Beaumont’s current allocation models, to create a portfolio mix comprised primarily of low-cost index mutual funds and exchange traded funds. These portfolio allocation choices can range from 100% Equity/0% Fixed Income to 0% Equity/100% Fixed Income. Beaumont’s investment committee determines which securities, strategies and weighting for the position is appropriate for client accounts.	Analyst-Equity	09/12/2022
Surveyor Capital Ltd. Surveyor Capital Ltd. Investment Trusts/Mutual FundsMiscellaneous Surveyor Capital is a global, multi-manager equities strategy and is one of Citadel’s three fundamental equities businesses. Their sector-aligned investment teams conduct deep fundamental research, developing an independent view on the companies they cover. They are specialists in their industries and experts in their coverage, building trusted relationships with many corporate management teams. The firm's investment teams leverage Citadel’s proprietary, market-neutral risk framework with the aim of building portfolios that minimize broad market exposures. Using this insight, they act on their investment theses and scale their risk-taking with confidence.	Portfolio Manager-Equities	01/08/2013
Deutsche Bank Corp. Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY.	Corporate Officer/Principal	30/09/2008
3 Notch Capital Management LLC 3 Notch Capital Management LLC Investment ManagersFinance Profile Unavailable	Corporate Officer/Principal	31/03/2005

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Linked companies

Private companies	10
Brown University Brown University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Thomas Weisel Partners LLC Thomas Weisel Partners LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Beaumont Financial Partners LLC Beaumont Financial Partners LLC Investment ManagersFinance Beaumont employs both technical and fundamental analytics when reviewing securities. The firm has a suite of portfolio allocations (models), with varying risk levels, to use depending on the client’s risk profile. Each allocation starts with the Beaumont Dominant Benefit Theory of Investing, along with Beaumont’s current allocation models, to create a portfolio mix comprised primarily of low-cost index mutual funds and exchange traded funds. These portfolio allocation choices can range from 100% Equity/0% Fixed Income to 0% Equity/100% Fixed Income. Beaumont’s investment committee determines which securities, strategies and weighting for the position is appropriate for client accounts.	Finance
North Bay Capital Management LP North Bay Capital Management LP Investment ManagersFinance Profile Unavailable	Finance
3 Notch Capital Management LLC 3 Notch Capital Management LLC Investment ManagersFinance Profile Unavailable	Finance
Deutsche Bank Corp. Deutsche Bank Corp. Regional BanksFinance Part of Deutsche Bank AG, Deutsche Bank Corp. is a company based in New York, NY.	Finance
Smith Barney & Co., Inc. Smith Barney & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Finance
Surveyor Capital Ltd. Surveyor Capital Ltd. Investment Trusts/Mutual FundsMiscellaneous Surveyor Capital is a global, multi-manager equities strategy and is one of Citadel’s three fundamental equities businesses. Their sector-aligned investment teams conduct deep fundamental research, developing an independent view on the companies they cover. They are specialists in their industries and experts in their coverage, building trusted relationships with many corporate management teams. The firm's investment teams leverage Citadel’s proprietary, market-neutral risk framework with the aim of building portfolios that minimize broad market exposures. Using this insight, they act on their investment theses and scale their risk-taking with confidence.	Miscellaneous
Beaumont Financial Advisors LLC Beaumont Financial Advisors LLC Investment ManagersFinance Provides investment advice	Finance