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Daniel Schluter
Analyst-Equity presso Capital Advisors, Inc. (Oklahoma)
Provenienza dei contatti di primo grado di Daniel Schluter
Entità | Tipo di entità | Settore Industriale | |
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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.
22
| Private Company | Investment Managers | 22 |
Oklahoma State University
12
| College/University | Other Consumer Services | 12 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Daniel Schluter tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Charles Schwab Investment Management, Inc.
![]() Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Corporate Officer/Principal | |
Arvest Investments, Inc.
![]() Arvest Investments, Inc. Investment ManagersFinance Arvest Investments, Inc., doing business as Arvest Wealth Management (AWM), is an asset management firm headquartered in Rogers, Arkansas. The firm was founded in 2004 and is a wholly-owned subsidiary of Arvest Bank, ultimately held by Arvest Bank Group, Inc. AWM provides advisory services to individuals (other than high-net worth individuals), high-net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Investment Managers | Corporate Officer/Principal | |
Sterling Capital Management LLC
![]() Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (SCM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970. They were acquired in 2024 by Guardian Capital LLC, which is ultimately owned by Guardian Capital Group Ltd. (TSX: GCG) in Canada. SCM manages customized investment portfolios, provides asset allocation analysis, and offers other investment-related services to affluent individuals and businesses. | Investment Managers | Analyst-Fixed Income | |
US Bancorp Asset Management, Inc.
![]() US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Corporate Officer/Principal | |
Ameriprise Financial Services LLC
![]() Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Director of Research - Equity | |
Amherst Holdings LLC
![]() Amherst Holdings LLC Investment ManagersFinance Amherst Holdings LLC provides advice and services to institutional investors, issuers and financial companies. It is a financial services company offering a wide array of brokerage, investment banking and advisory services covering the residential, commercial mortgage and structured finance markets for global institutional investors. The company was founded in 1993 and is headquartered in Austin, TX. | Investment Managers | Comptroller/Controller/Auditor | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin | |
Jefferies LLC
![]() Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Trading-Equity | |
Stifel, Nicolaus & Co., Inc.
![]() Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Trading-Equity | |
The University of Tulsa | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
MITO Material Solutions LLC
![]() MITO Material Solutions LLC Chemicals: Major DiversifiedProcess Industries MITO Material Solutions, Inc. engages in the manufacture of chemical additives for polymer. Its products can be used in ester resins, both BPA and BPF epoxies, and thermoplastics such as PA66. The company was founded by Kevin Keith, Haley Keith, Richard Gajan, and Bhishma Sedai in 2018 and is headquartered in Indianapolis, IN. | Chemicals: Major Diversified | Founder Chief Executive Officer | |
Dipalo Ventures
![]() Dipalo Ventures Investment ManagersFinance Dipalo Ventures (Dipalo Ventures) is a Venture Capital firm founded in 2016 by Rafiq Ahmed. The firm is headquartered in Chicago, Illinois. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
Northeastern State University | College/University | Undergraduate Degree Undergraduate Degree | |
BOKF, NA
![]() BOKF, NA Investment ManagersFinance BOKF, NA, do-business-as BOK Financial, is an asset management firm headquartered in Tulsa, Oklahoma. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). BOKF offers trust and investment management services through their banks and subsidiary. | Investment Managers | Corporate Officer/Principal | |
CriticalPoint Capital LLC
![]() CriticalPoint Capital LLC Investment ManagersFinance CriticalPoint Capital LLC (CPC) is a private equity subsidiary of CriticalPoint Partners LLC founded in 2012 by Matt Young. The firm is headquartered in El Segundo, California. | Investment Managers | Private Equity Investor | |
Oral Roberts University | College/University | Undergraduate Degree | |
The University of Alabama | College/University | Undergraduate Degree | |
Heritage Trust Co.
![]() Heritage Trust Co. Investment ManagersFinance Heritage Trust Co. (Heritage) is an independent, trust-based wealth management ?rm headquartered in Oklahoma City, Oklahoma. The firm was founded by B. Michael Carroll in 1997. Heritage provides a wide array of wealth management solutions to individual and institutional clients. | Investment Managers | Analyst-Equity | |
University of San Diego | College/University | Undergraduate Degree | |
ORIX Corporate Capital, Inc.
![]() ORIX Corporate Capital, Inc. Investment ManagersFinance ORIX Corporate Capital, Inc. is a private equity firm subsidiary of ORIX USA Corp founded in 1983. The firm is headquartered in Dallas, Texas. | Investment Managers | Private Equity Analyst | |
John Brown University | College/University | Undergraduate Degree | |
Seaport Global Holdings LLC
![]() Seaport Global Holdings LLC Packaged SoftwareTechnology Services Seaport Global Holdings LLC is a full-service investment bank that offers investment banking, capital markets, financial advisory, sales, trading, and research services. The private company is based in New York, NY and has subsidiaries in the United Arab Emirates, UK, Singapore and the United States. The company combines its extensive knowledge, solid relationships, and deep distribution platform to serve its clients' unique business requirements. The company was founded in 2001 by Michael Meagher and Stephen Corcoran Smith, with Michael Meagher serving as the CEO since then. | Packaged Software | Private Equity Analyst | |
United States Air Force Academy | College/University | Undergraduate Degree | |
University of New Orleans | College/University | Undergraduate Degree | |
Villanova University | College/University | Graduate Degree | |
University of Oklahoma | College/University | Undergraduate Degree | |
PristineCal | Chief Executive Officer | ||
Plains Ventures
![]() Plains Ventures Investment ManagersFinance Plains Ventures (Plains Ventures) is a venture capital subsidiary of i2E Inc founded in 2002. The firm is headquartered in Oklahoma City. | Investment Managers | Private Equity Investor | |
i2E, Inc. | Consultant / Advisor | ||
Universidad Popular Autónoma del Estado de Puebla AC | College/University | Corporate Officer/Principal | |
ATX Venture Partners
![]() ATX Venture Partners Investment ManagersFinance ATX Venture Partners (ATX Venture Partners) is a venture capital firm founded in 2014 by Chris R. Shonk and Danielle Weiss Allen, Brad Bentz. The firm is headquartered in Austin, Texas. | Investment Managers | Comptroller/Controller/Auditor | |
University of Central Oklahoma | College/University | Masters Business Admin | |
Texas Tech University | College/University | Undergraduate Degree | |
Westminster College (Missouri) | College/University | Undergraduate Degree | |
University of Missouri | College/University | Undergraduate Degree | |
Holland Hall
![]() Holland Hall Other Consumer ServicesConsumer Services Holland Hall provides education services. The firm offers primary, middle, and upper school facilities. Its campus facilities includes creeks and ponds, an outdoor classroom, a regionally-recognized 5K wooded trail, numerous athletic fields, and playgrounds. The company was founded on September 21, 1922 and is headquartered in Tulsa, OK. | Other Consumer Services | Director/Board Member | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
Indiana University | College/University | Undergraduate Degree | |
Jackson Hole Capital Partners LLC
![]() Jackson Hole Capital Partners LLC Investment ManagersFinance Jackson Hole Capital Partners LLC (Jackson Hole Capital) is a SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded in 2016 by Channing Smith and John Hastings. They are owned by Vast Bank, N.A., which in turn is a subsidiary of Tulsa Valley Bancshares Corp. Jackson Hole Capital provides investment advice on a discretionary basis to individuals, including high net-worth, investment companies, pension and profit-sharing plans, family offices, trusts, estates charitable organizations, corporations and other business entities. | Investment Managers | Founder | |
Texas A&M University | College/University | Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree | |
Colgate University | College/University | Undergraduate Degree | |
University of Virginia Darden School of Business | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 48 |
Messico | 2 |
Settori
Consumer Services | 24 |
Finance | 21 |
Technology Services | 3 |
Process Industries | 2 |
Posizioni
Undergraduate Degree | 32 |
Portfolio Manager-Equities | 18 |
Corporate Officer/Principal | 13 |
Masters Business Admin | 7 |
Trading-Equity | 6 |
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