Daniel Rutter Email & Phone Number
Partner, Portfolio Manager and Analyst @ Agate Pass Investment Management
Daniel Rutter Location
Kirkland, WA, US
Daniel Rutter Work
- 2011 - now Board Member @ Girl Scouts of Western Washington
- 2018 - now Partner, Portfolio Manager and Analyst @ Agate Pass Investment Management
- 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 @ WHV Investments, Inc.
- 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 School1978 - 1981
Daniel Rutter Skills
- Social Security
- Strategic Planning
- Security analysis
- Financial Planning
- Portfolio Management
- Investments
- Strategic Financial Planning
- Equities
- Mergers & Acquisitions
- Retirement Planning
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
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Brad van Aken
Partner at Agate Pass Investment Management
Bainbridge Island, WA, US21
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