Dan O'Brien

Direktor der Forschung - Eigenkapital bei Capital Advisors Ltd. LLC

Consumer Services

Finance

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.

Aktive Positionen von Dan O'Brien

Unternehmen	Position	Beginn
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.	Direktor der Forschung - Eigenkapital	01.08.2011

Alle aktiven Positionen von Dan O'Brien

Ausbildung von Dan O'Brien

Loyola University of Chicago

Undergraduate Degree

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

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Unternehmensverbindungen

Private Unternehmen	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