Daniel Schluter

Daniel Schluter, CFA has extensive work experience in the financial industry. Daniel started their career as an Investment Intern at the Oklahoma State University Foundation in 2015, where they gained valuable knowledge in investment strategies. In 2016, they joined JPMorgan Chase & Co. as a Commercial Banking Analyst, further expanding their expertise in the banking sector. Since 2017, Daniel has been working at Capital Advisors, initially as an Internal Portfolio Manager, and later as a Portfolio Analyst. Currently, they hold the position of Vice President Portfolio Analyst at Capital Advisors, where they utilize their skills in analyzing and managing portfolios for clients.

Daniel Schluter, CFA, attended Oklahoma State University from 2012 to 2016, where they pursued a major in Finance and a minor in Accounting. During their time at Oklahoma State University, they did not obtain a specific degree.

In terms of additional certifications, Daniel Schluter obtained the Bloomberg Essentials Certificate from Bloomberg LP in November 2014. Additionally, they became a Chartered Financial Analyst® (CFA) Charterholder in February 2021, receiving this certification from the CFA Institute.