Dan O'Brien
Directeur de la Recherche - Actions chez Capital Advisors Ltd. LLC
Profil
Mr. Daniel J.
O'Brien is a Manager of Wealth Management & Portfolio Analysis at Capital Advisors Ltd.
LLC.
Mr. O'Brien received his BA in Finance from Loyola University Chicago and an MBA from Loyola University of Chicago.
He is a Certified Financial Planner.
Postes actifs de Dan O'Brien
| Sociétés | Poste | Début |
|---|---|---|
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. | Directeur de la Recherche - Actions | 01/08/2011 |
Formation de Dan O'Brien
| Loyola University of Chicago | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
