Dan Sholian

Dan Sholian Email and Phone Number

Senior Consultant at Matisse Capital @ Matisse Capital
lake oswego, oregon, united states
Dan Sholian's Location
Lake Oswego, Oregon, United States, United States
Dan Sholian's Contact Details

Dan Sholian work email

Dan Sholian personal email

n/a
About Dan Sholian

Matisse Capital is an SEC-Registered Investment Advisor located in Lake Oswego, Oregon. It provides investment advisory and consulting services on a fee-only basis to its clients in Oregon, Washington, and the United States. Matisse Capital is the advisor to the Matisse Discounted Closed-End Fund Strategy (MDCEX), a publicly traded mutual fund.

Dan Sholian's Current Company Details
Matisse Capital

Matisse Capital

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Senior Consultant at Matisse Capital
lake oswego, oregon, united states
Website:
matissecap.com
Employees:
11
Dan Sholian Work Experience Details
  • Matisse Capital
    Senior Consultant
    Matisse Capital Mar 1997 - Present
    Portland, Oregon Area
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Dan Sholian Skills

401k Investment Advisory Retirement Planning Investments Employee Benefits Financial Advisory Equities Asset Allocation Pensions Insurance Global Tactical Asset Allocation Strategic Financial Planning Mergers And Acquisitions

Dan Sholian Education Details

  • University Of Oregon
    University Of Oregon
    Finance

Frequently Asked Questions about Dan Sholian

What company does Dan Sholian work for?

Dan Sholian works for Matisse Capital

What is Dan Sholian's role at the current company?

Dan Sholian's current role is Senior Consultant at Matisse Capital.

What is Dan Sholian's email address?

Dan Sholian's email address is da****@****cap.com

What schools did Dan Sholian attend?

Dan Sholian attended University Of Oregon.

What are some of Dan Sholian's interests?

Dan Sholian has interest in Golf, Portland State Softball, Providence College Softball, Duck Football.

What skills is Dan Sholian known for?

Dan Sholian has skills like 401k, Investment Advisory, Retirement Planning, Investments, Employee Benefits, Financial Advisory, Equities, Asset Allocation, Pensions, Insurance, Global Tactical Asset Allocation, Strategic Financial Planning.

Who are Dan Sholian's colleagues?

Dan Sholian's colleagues are Nik Torkelson, Mba, Mimfa, Corrie Oliva, Cfa, Tania Yescas, Eric Boughton, Cfa, Keilea Swearingen, Axel Flichtbeil, Dan Sholian.

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