Dale Walter Slater
Corporate Officer/Principal chez Robert W. Baird & Co., Inc. (Private Banking)
Profil
Mr. Dale W.
Slater is a Senior Vice President at Robert W.
Baird & Co., Inc. He has managed investment accounts since 1977.
He invests with a historical perspective and a deep philosophical commitment to value investing and risk management.
Mr. Slater was previously employed as a Senior Vice President by McAdams Wright Ragen, Inc. (Investment Management).
He earned his Bachelor's degree in History & MBA from the University of Washington.
Postes actifs de Dale Walter Slater
| Sociétés | Poste | Début |
|---|---|---|
Robert W. Baird & Co., Inc. (Private Banking)
 Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Corporate Officer/Principal | 01/11/2014 |
Anciens postes connus de Dale Walter Slater
| Sociétés | Poste | Fin |
|---|---|---|
McAdams Wright Ragen, Inc. (Investment Management)
 McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance Founded in 1998, McAdams Wright Ragen, Inc. is an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. Their clients include individuals, high net-worth individuals, pension and profit sharing plans (other than plan participants), charitable organizations and corporations. | Gestionnaire de Portefeuille-Actions | 01/11/2014 |
Formation de Dale Walter Slater
| University of Washington | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
McAdams Wright Ragen, Inc. (Investment Management)
McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance Founded in 1998, McAdams Wright Ragen, Inc. is an SEC-registered investment advisor and broker/dealer located in Seattle, Washington. In July 2014, the firm was acquired by Baird Financial Corp., which is, in turn, owned by Baird Holding Co., which is owned by Baird Financial Group, Inc. Their clients include individuals, high net-worth individuals, pension and profit sharing plans (other than plan participants), charitable organizations and corporations. | Finance |
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Finance |