Dan O'Brien - Email & Phone Number

Manager, Wealth Management and Portfolio Analysis at Capital Advisors, Ltd.

Dan O'Brien is based out of Greater Cleveland and works at Capital Advisors, Ltd. as Manager, Wealth Management and Portfolio Analysis.

Dan O'Brien's Contact Information

Dan O'Brien's Work email

d*****@capita***.com

Valid

Latest update

September 19, 2025

Location

Greater Cleveland

Dan's current employer

Capital Advisors, Ltd.

Description

We provide a comprehensive, objective and solutions-oriented approach to wealth management and financial plannin...

Website

capitaladvisorsltd.com

HQ Location

Shaker Heights, Ohio, United States

Number of employees

11-50

Industry

Financial Services

Latest update

May 1, 2024

Read about Capital Advisors, Ltd.

Frequent questions about Dan O'Brien

What company is Dan O'Brien working for?

Dan O'Brien works for Capital Advisors, Ltd..

What is Dan O'Brien's function at Capital Advisors, Ltd.?

Dan O'Brien is Manager, Wealth Management and Portfolio Analysis at Capital Advisors, Ltd..

Where is Dan O'Brien based?

Dan O'Brien is based out of Greater Cleveland.

What is Dan O'Brien's work email address?

Dan O'Brien's professional email address is d*****@capita***.com

Who are Dan O'Brien's co-workers?

Dan O'Brien's colleagues are Neil Waxman, Nate Creviston, Mary Kozar, Douglas Price, Zachary Abrams, Rob Holub.

Dan's co-workers

Managing Director

Manager, Wealth Management & Portfolio Analysis

Manager, Wealth Management

Chief Investment Strategist

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