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Dan Rutter
Direttore della Ricerca - Azioni presso Agate Pass Investment Management LLC
Posizioni attive di Dan Rutter
Società | Posizione | Inizio | Fine |
---|---|---|---|
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. | Direttore della Ricerca - Azioni | 01/05/2018 | - |
Gestore di Portafoglio-Azioni | 01/05/2018 | - |
Storia della carriera di Dan Rutter
Precedenti posizioni note di Dan Rutter
Società | Posizione | Inizio | Fine |
---|---|---|---|
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 | 01/05/2003 | 31/01/2011 |
Gestore di Portafoglio-Azioni | 01/05/2003 | 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 | 05/09/2001 | 31/12/2001 |
SAFECO Asset Management | Gestore di Portafoglio-Azioni | 01/01/1993 | 31/12/2000 |
Banc of America Capital Management LLC | Analyst-Equity | 01/01/1991 | 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 | 01/01/2013 | - |
Gestore di Portafoglio-Azioni | 01/01/2013 | - |
Formazione di Dan Rutter
Central Washington University | Undergraduate Degree |
University of Washington | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 9 |
Posizioni
Portfolio Manager-Equities | 4 |
Analyst-Equity | 3 |
Corporate Officer/Principal | 1 |
Settori
Finance | 7 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 6 |
---|---|
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 |
SAFECO Asset Management | Finance |
Banc of America Capital Management LLC | 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 |
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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