Daniel Trgovich Email

Portfolio Manager @ Waterway Wealth Management

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Daniel Trgovich Location

Houston, TX, US

Daniel Trgovich Work

2025 - now Portfolio Manager @ Waterway Wealth Management
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2022 - 2025 Director of Investments @ Heritage Planning Partners
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2011 - 2021 Assistant Vice President, Equity Research Analyst @ UMB

2009 - 2010 Institutional Equity and Fixed Income Broker @ Morgan Stanley
2021 - 2025 Lead Research Analyst @ Heritage Planning Partners
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2010 - 2011 Valuation Analyst @ Valuation Advisory Services

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Daniel Trgovich Education

University of Tampa - John H. Sykes College of Business
Master's (Finance with a Concentration in Investment Management (CFA Track))
2008 - 2009
Indiana University - Kelley School of Business
Bachelor's (Economics)
2007 - 2008

Daniel Trgovich Summary

Daniel Trgovich, based in Houston, TX, US, is currently a Portfolio Manager at Waterway Wealth Management. Daniel Trgovich brings experience from previous roles at Socium Advisors, UMB and Morgan Stanley Smith Barney. Daniel Trgovich holds a 2008 - 2009 Master's in Finance with a Concentration in Investment Management (CFA Track) @ University of Tampa - John H. Sykes College of Business. Daniel Trgovich has 1 emails on RocketReach.

Daniel Trgovich Emails

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@waterwaywealth.com

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Daniel Trgovich

Portfolio Manager at Waterway Wealth Management

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