Daniel Schluter
Analyst-Equity at Capital Advisors, Inc. (Oklahoma)
Profile
Mr. Daniel Schluter, CFA, is a Vice President & Portfolio Analyst at Capital Advisors, Inc. (Oklahoma).
He began his career with Capital Advisors in 2017.
He has experience in Institutional Investments at the OSU Foundation, and Commercial Banking at J.P.
Morgan Chase.
He graduated from Oklahoma State University, Summa Cum Laude, with a degree in Finance and is a CFA charterholder.
Daniel Schluter active positions
| Companies | Position | Start |
|---|---|---|
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. | Analyst-Equity | 2016-12-31 |
Training of Daniel Schluter
| Oklahoma State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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. | Finance |
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