Daniel Rutter's Location
Kirkland, WA, US
Daniel Rutter's Work
- Board Member @ Girl Scouts of Western Washington
- Partner, Portfolio Manager and Analyst @ Agate Pass Investment Management
- Volunteer @ Better Investing - Puget Sound Chapter
- Investment Analyst and Portfolio Manager @ United Capital Financial Advisers (formerly Paragon Investment Management)
- Vice President and Senior Portfolio Manager and Analyst @ WHV Investments, Inc.
- Past President and Officer Roles @ CFA Society of Seattle
- Vice President - Senior Portfolio Manager and Analyst @ Laird Norton Trust Company
- Ass't. Vice President and Portfolio Manager and Analyst @ SAFECO Asset Management
- Collateral Examination Officer @ Seafirst Bank
Daniel Rutter's Education
- University of Washington
MBA (Finance & Quantitative Methods)
1989 - 1991 - University of Washington
Master (Business Administration; Finance, Quantitative Methods)
1989 - 1991 - Central Washington University
B.A. (Business Economics)
1984 - 1986
- Woodway High School1978 - 1981
Daniel Rutter's Skills
- Security Analysis
- Financial Planning
- Portfolio Management
- Investments
- Strategic Financial Planning
- Equities
- Mergers and Acquisitions
- Retirement Planning
- Options
- Management
Daniel Rutter's Summary
Daniel Rutter, based in Kirkland, WA, US, is currently a Board Member at Girl Scout of Western Washington, bringing experience from previous roles at Agate Pass Investment Management, Better Investing - Puget Sound Chapter, United Capital Financial Advisers (formerly Paragon Investment Management) and Wentworth Hauser & Violich - Investment Counsel. Daniel Rutter holds a 1989 - 1991 MBA in Finance & Quantitative Methods @ University of Washington. With a robust skill set that includes Security Analysis, Financial Planning, Portfolio Management, Investments, Strategic Financial Planning and more, Daniel Rutter contributes valuable insights to the industry. Daniel Rutter has 3 emails on RocketReach.
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