Daniel Trgovich Email & Phone Number
Portfolio Manager @ Waterway Wealth Management
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Daniel Trgovich Location
- Houston, TX, US
Daniel Trgovich Work
- Portfolio Manager @ (March 2025 - Present)
- Director of Investments @ (April 2022 - March 2025)
- Lead Research Analyst @ (June 2021 - March 2025)
- Assistant Vice President, Equity Research Analyst @ UMB (September 2011 - June 2021)
- Valuation Analyst @ Valuation Advisory Services (August 2010 - September 2011)
- Institutional Equity and Fixed Income Broker @ (August 2009 - May 2010)
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 Skills
- Asset Allocation
- Capital Markets
- Economics
- Equities
- Equity Research
- Financial Modeling
- Fixed Income
- Investments
- Portfolio Management
- Sell Side
- Valuation
- Venture Capital
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 Valuation Advisory Services. 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. With a robust skill set that includes Asset Allocation, Capital Markets, Economics, Equities, Equity Research and more. Daniel Trgovich has 2 emails and 1 mobile phone numbers on RocketReach.
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