Profile
Mr. Nicholas D.
Darzentas, CFA, is a Portfolio Manager at Castle Wealth Management LLC.
He joined the firm in December 2001 and worked as a portfolio manager and trader for more than 20 years.
He is experienced in equity research and analysis, portfolio construction and evaluating private equity offerings.
In addition, he has implemented and managed equity models as well as long/short portfolios and options strategies.
He worked in Chicago in the early years of his career and in Palm Beach County for the last 18 years.
His previous firms include ROQ Capital, Bank of New York Convergex, T3 Trading Group, and Sky Alpha Asset Advisors.
Mr. Darzentas earned a Bachelor of Science in Business Administration with a Major in Finance and a Minor in Economics from the University of Florida in 2001, graduating with Honors.
He became a CFA charter holder in 2008.
Nick Darzentas active positions
| Companies | Position | Start |
|---|---|---|
Castle Wealth Management LLC
Castle Wealth Management LLC Investment ManagersFinance CWM follows a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization of client’s unique needs and situation. The firm uses a software application that utilizes modern portfolio theory to assist them. | Portfolio Manager-Equities | 01/12/2021 |
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| Private companies | 2 |
|---|---|
University of Florida
University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Castle Wealth Management LLC
Castle Wealth Management LLC Investment ManagersFinance CWM follows a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization of client’s unique needs and situation. The firm uses a software application that utilizes modern portfolio theory to assist them. | Finance |
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