Dan O'Brien
Direktor der Forschung - Eigenkapital bei Capital Advisors Ltd. LLC
Aktive Positionen von Dan O'Brien
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Capital Advisors Ltd. LLC
Capital Advisors Ltd. LLC Investment ManagersFinance Capital Advisors Ltd. LLC (Capital Advisors) is an independent registered investment advisor and wealth management firm headquartered in Shaker Heights, Ohio. The firm was founded in 1999 and is principally owned by Mark Ciulla and Neil R. Waxman. Capital Advisors provides a comprehensive objective and solutions-oriented approach to wealth management and financial planning for successful individuals and family business owners. | Analyst-Equity | 01.08.2011 | - |
Direktor der Forschung - Eigenkapital | 01.08.2011 | - | |
Portfolio Manager-Aktien | 01.01.2018 | - |
Karriereverlauf von Dan O'Brien
Ausbildung von Dan O'Brien
Loyola University of Chicago | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Analyst-Equity | 1 |
Director of Research - Equity | 1 |
Portfolio Manager-Equities | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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Capital Advisors Ltd. LLC
Capital Advisors Ltd. LLC Investment ManagersFinance Capital Advisors Ltd. LLC (Capital Advisors) is an independent registered investment advisor and wealth management firm headquartered in Shaker Heights, Ohio. The firm was founded in 1999 and is principally owned by Mark Ciulla and Neil R. Waxman. Capital Advisors provides a comprehensive objective and solutions-oriented approach to wealth management and financial planning for successful individuals and family business owners. | Finance |
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