Dan Rutter
Director of Research - Equity at Agate Pass Investment Management LLC
Profile
Mr. Daniel L.
Rutter, CFA MBA, is a Director of Research at Agate Pass Investment Management LLC.
He earned an MBA at the University of Washington.
Dan Rutter active positions
Companies | Position | Start |
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Agate Pass Investment Management LLC
Agate Pass Investment Management LLC Investment ManagersFinance Agate Pass Investment Management LLC (Agate) is an independent registered investment advisor and wealth management firm headquartered in Bainbridge Island, Washington. The firm is owned by Brad Van Aken and Dan Rutter. Agate manages portfolios for individuals, trusts, foundations and endowments. | Director of Research - Equity | 2018-04-30 |
Former positions of Dan Rutter
Companies | Position | End |
---|---|---|
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Analyst-Equity | 2011-01-30 |
Laird Norton Trust Co. LLC
Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | Corporate Officer/Principal | 2001-12-30 |
SAFECO Asset Management | Portfolio Manager-Equities | 2000-12-30 |
Banc of America Capital Management LLC | Analyst-Equity | 1992-12-30 |
Paragon Investment Management, Inc
Paragon Investment Management, Inc Investment ManagersFinance Founded in 1991, Paragon Investment Management, Inc. is an investment advisor based in Seattle, Washington. They became a division of United Capital Financial Advisers in 2013. | Analyst-Equity | - |
Training of Dan Rutter
University of Washington | Masters Business Admin |
Central Washington University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Finance |
Laird Norton Trust Co. LLC
Laird Norton Trust Co. LLC Investment ManagersFinance Laird Norton Trust Co. provides investment advice services. The company was founded on June 30, 1994 and is headquartered in Seattle, WA. | Finance |
Paragon Investment Management, Inc
Paragon Investment Management, Inc Investment ManagersFinance Founded in 1991, Paragon Investment Management, Inc. is an investment advisor based in Seattle, Washington. They became a division of United Capital Financial Advisers in 2013. | Finance |
SAFECO Asset Management | Finance |
Banc of America Capital Management LLC | Finance |
Agate Pass Investment Management LLC
Agate Pass Investment Management LLC Investment ManagersFinance Agate Pass Investment Management LLC (Agate) is an independent registered investment advisor and wealth management firm headquartered in Bainbridge Island, Washington. The firm is owned by Brad Van Aken and Dan Rutter. Agate manages portfolios for individuals, trusts, foundations and endowments. | Finance |
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