Daniel Schluter
Analyst-Equity bei Capital Advisors, Inc. (Oklahoma)
Profil
Mr. Daniel Schluter, CFA, is a Vice President & Portfolio Analyst at Capital Advisors, Inc. (Oklahoma).
He began his career with Capital Advisors in 2017.
He has experience in Institutional Investments at the OSU Foundation, and Commercial Banking at J.P.
Morgan Chase.
He graduated from Oklahoma State University, Summa Cum Laude, with a degree in Finance and is a CFA charterholder.
Aktive Positionen von Daniel Schluter
| Unternehmen | Position | Beginn |
|---|---|---|
Capital Advisors, Inc. (Oklahoma)
 Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Analyst-Equity | 01.01.2017 |
Ausbildung von Daniel Schluter
| Oklahoma State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Finance |
