Daniel Schluter
Analyst-Equity chez 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.
Postes actifs de Daniel Schluter
| Sociétés | Poste | Début |
|---|---|---|
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 |
Formation de Daniel Schluter
| Oklahoma State University | 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, 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 |
