Dan O'Brien
Director of Research - Equity at Capital Advisors Ltd. LLC
Dan O'Brien active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Analyst-Equity | 2011-07-31 | - |
| Director of Research - Equity | 2011-07-31 | - | |
| Portfolio Manager-Equities | 2017-12-31 | - |
Career history of Dan O'Brien
Training of Dan O'Brien
| Loyola University of Chicago | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Analyst-Equity | 1 |
| Director of Research - Equity | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
- Stock Market
- Insiders
- Dan O'Brien
- Experience
