Daniel Rutter Email & Phone Number
Partner, Portfolio Manager and Analyst @ Agate Pass Investment Management
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Daniel Rutter Location
- Kirkland, WA, US
Daniel Rutter Work
- 2011 -now Board Member @ Girl Scout of Western Washington
- 2018 -now Partner, Portfolio Manager and Analyst @
- 1998 -now Volunteer @ Better Investing - Puget Sound Chapter
- 2011 -2018 Investment Analyst and Portfolio Manager @ United Capital Financial Advisers (formerly Paragon Investment Management)
- 2003 -2011 Vice President and Senior Portfolio Manager and Analyst @
- 2003 -2010 Past President and Officer Roles @ CFA Society of Seattle
- 2001 -2003 Vice President - Senior Portfolio Manager and Analyst @ Laird Norton Trust Company
- 1993 -2001 Ass't. Vice President and Portfolio Manager and Analyst @ SAFECO Asset Management
- 1991 -1993 Collateral Examination Officer @ Seafirst Bank
Daniel Rutter Education
- University of Washington
MBA (Finance & Quantitative Methods)
1989-1991 - Central Washington University
B.A. (Business Economics)
1984-1986 - Woodway High School 1978-1981
Daniel Rutter Skills
- Social Security
- Strategic Planning
- Security analysis
- Financial Planning
- Portfolio Management
- Investments
- Strategic Financial Planning
- Equities
- Mergers & Acquisitions
- Retirement Planning
- Options
- Management
- Investment Management
- Financial Modeling
- Financial Advisory
- Finance
- ETFs
- Valuation
- Bonds
- Analysis
- Asset Allocation
- Mutual Funds
- Bloomberg
- Wealth Management Services
- Equity Research
- Equity Valuation
- Fixed Income
- Financial Risk
- Capital Markets
- Financial Markets
- Performance Attribution
- Accounting
- Trading
- Due Diligence
- Investment Advisory
- Investment Strategies
- Financial Analysis
- Bloomberg Terminal
- Asset Management
- Wealth Management
- Risk Management
- Economics
- Emerging Markets
- Securities
- Institutional Investments
- Portfolio Optimization
Daniel Rutter Summary
- Daniel Rutter, based in Kirkland, WA, US, is currently a Partner, Portfolio Manager and Analyst at Agate Pass Investment Management. Daniel Rutter brings experience from previous roles at Girl Scout of Western Washington, 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 Social Security, Strategic Planning, Security analysis, Financial Planning, Portfolio Management and more. Daniel Rutter has 3 emails on RocketReach.
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Top Agate Pass Investment Management Employees
Daniel Rutter
Partner, Portfolio Manager and Analyst
Kirkland, WA, US
Brad van Aken
Partner
Bainbridge Island, WA, US
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