Dan O'Brien
Director de Investigación - Acciones en Capital Advisors Ltd. LLC .
Perfil
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.
Cargos activos de Dan O'Brien
Empresas | Cargo | Inicio |
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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. | Director de Investigación - Acciones | 01/08/2011 |
Formación de Dan O'Brien.
Loyola University of Chicago | Undergraduate Degree |
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas privadas | 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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