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Dan Rutter
Director de Investigación - Acciones en Agate Pass Investment Management LLC .
Perfil
Mr. Daniel L.
Rutter, CFA MBA, is a Director of Research at Agate Pass Investment Management LLC.
He earned an MBA at the University of Washington.
Cargos activos de Dan Rutter
Empresas | Cargo | Inicio |
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Agate Pass Investment Management LLC
![]() Agate Pass Investment Management LLC Investment ManagersFinance Agate Pass Investment Management LLC (Agate) is an independent registered investment advisor and wealth management firm headquartered in Bainbridge Island, Washington. The firm is owned by Brad Van Aken and Dan Rutter. Agate manages portfolios for individuals, trusts, foundations and endowments. | Director de Investigación - Acciones | 01/05/2018 |
Antiguos cargos conocidos de Dan Rutter.
Empresas | Cargo | Fin |
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WHV Investments, Inc.
![]() WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Analyst-Equity | 31/01/2011 |
Laird Norton Trust Co. LLC
![]() Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | Corporate Officer/Principal | 31/12/2001 |
SAFECO Asset Management | Gestor de Cartera-Acciones | 31/12/2000 |
Banc of America Capital Management LLC | Analyst-Equity | 31/12/1992 |
Paragon Investment Management, Inc
![]() Paragon Investment Management, Inc Investment ManagersFinance Founded in 1991, Paragon Investment Management, Inc. is an investment advisor based in Seattle, Washington. They became a division of United Capital Financial Advisers in 2013. | Analyst-Equity | - |
Formación de Dan Rutter.
University of Washington | Masters Business Admin |
Central Washington University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Ejecutivos
Empresas relacionadas
Empresas privadas | 6 |
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WHV Investments, Inc.
![]() WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Finance |
Laird Norton Trust Co. LLC
![]() Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | Finance |
Paragon Investment Management, Inc
![]() Paragon Investment Management, Inc Investment ManagersFinance Founded in 1991, Paragon Investment Management, Inc. is an investment advisor based in Seattle, Washington. They became a division of United Capital Financial Advisers in 2013. | Finance |
SAFECO Asset Management | Finance |
Banc of America Capital Management LLC | Finance |
Agate Pass Investment Management LLC
![]() Agate Pass Investment Management LLC Investment ManagersFinance Agate Pass Investment Management LLC (Agate) is an independent registered investment advisor and wealth management firm headquartered in Bainbridge Island, Washington. The firm is owned by Brad Van Aken and Dan Rutter. Agate manages portfolios for individuals, trusts, foundations and endowments. | Finance |
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