Dan Angel

Dan Angel, CFA, currently serves as President at Lodging Source and Managing Principal at Olifant Legacy. Previously held the position of Investment Analyst at Crystal Rock Capital Management and served as an Investment Analyst Intern at GrizzlyRock Capital, LLC. Dan's experience also includes roles as Senior Research Analyst at Convergent Wealth Advisors, where responsibilities encompassed international and emerging market equity allocations, and Vice President of Operations at Forensic Loan Auditors, LLC, focusing on aiding clients affected by the subprime mortgage crisis. Additionally, Dan worked as a Prime Brokerage Analyst at Bear Stearns / JP Morgan and completed an internship at Ernst and Young. Dan holds an MBA in Finance, Accounting, Economics, and Entrepreneurship from The University of Chicago Booth School of Business and a B.S. in Finance and Accounting from Syracuse University.