Dan O'Brien
Director of Research - Equity at Capital Advisors Ltd. LLC
Profile
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.
Dan O'Brien active positions
| Companies | Position | Start |
|---|---|---|
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. | Director of Research - Equity | 2011-07-31 |
Training of Dan O'Brien
| Loyola University of Chicago | 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 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 |
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