Doug Price
Portfolio Manager-Equities at Capital Advisors Ltd. LLC
Profile
Mr. Douglas A.
Price is a Senior Manager at Capital Advisors Ltd.
LLC.
His areas of focus are assisting doctors, business owners and retirees with financial, investment and estate planning issues.
Mr. Price has over 20 years of banking, insurance, trust, investment and financial planning experience.
Before joining Capital Advisors, Ltd in 2008, he served as Vice President in Private Client Services at a regional Cleveland bank where he primarily managed relationships for investment management and trust clients.
He received his BA degree in Economics from Denison University and an MA degree in Economics from Case Western Reserve University.
Doug Price active positions
Companies | Position | Start |
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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. | Portfolio Manager-Equities | 2008-04-30 |
Training of Doug Price
Denison University | Undergraduate Degree |
Case Western Reserve University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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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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