Daniel L. Rutter
Partner, Portfolio Manager, Analyst
- Role
- Partner, Portfolio Manager & Analyst at Agate Pass Investment Management
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Daniel L. Rutter
Goals: Make other people successful with their money. 40 years of investing…
Experience
Partner, Portfolio Manager & Analyst
Agate Pass Investment Management
May 2018 — Present · Bainbridge Island, WA, US
Agate Pass Investments is a boutique wealth advisor firm that provides high-touch service and highly customized, individual security portfolios for discerning high net-worth clients. Our HQ is on Bainbridge Island but serve clients around the Puget Sound region.
Education
Central Washington University
B.A., Business Economics
1984 — 1986
University of Washington
MBA, Finance & Quantitative Methods
1989 — 1991
Skills
- 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
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