Dan Sholian

Senior Consultant at Matisse Capital - Lake Oswego, OR, US

Dan Sholian's Contact Details
HQ
503-210-3000
Location
Lake Oswego, Oregon, United States
Company
Matisse Capital
Dan Sholian's Company Details
Matisse Capital logo, Matisse Capital contact details

Matisse Capital

Lake Oswego, OR, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

Matisse Capital is an SEC-Registered Investment Advisor and the manager of Matisse Funds, which includes two publicly traded open-end mutual funds. Matisse Capital's offices are located in Lake Oswego, Oregon.Matisse Funds is our boutique global asset management arm that uniquely focuses on closed-end fund investing, as we believe the closed-end fund market is inefficient. We run two publicly traded open-end mutual funds that make investments into underlying closed-end funds. Matisse Funds' current product offerings can provide investors with exposure to a professionally managed portfolio of income-producing closed-end funds.Matisse Capital separately provides fee-based investment advisory and consulting services to individuals, employers, and nonprofits.For Individuals: https://www.matissecap.com/advisory-services/for-individuals/For Employers: https://www.matissecap.com/advisory-services/for-employers/For Nonprofits: https://www.matissecap.com/advisory-services/for-nonprofits/Disclosures: https://www.matissecap.com/social-media-disclaimers/Terms of Use: https://www.matissecap.com/website-terms-of-use/Privacy Policy: https://www.matissecap.com/privacy-policy/

Closed-End Funds Mutual Funds Discounted Closed-End Funds Investment Management Investment Advisory Investment Consulting Performance Reporting Retirement Plans Foundations and Endowments High Net Worth Individuals Mutual Fund Research Asset Allocation Nonprofits Wealth Management Retirement Plan Management
Details about Matisse Capital
Frequently Asked Questions about Dan Sholian
Dan Sholian currently works for Matisse Capital.
Dan Sholian's role at Matisse Capital is Senior Consultant.
Dan Sholian's email address is ***@matissecap.com. To view Dan Sholian's full email address, please signup to ConnectPlex.
Dan Sholian works in the Investment Bank/Securities Brokerage industry.
Dan Sholian's colleagues at Matisse Capital are Bryn Torkelson, Nik Torkelson, Eric Boughton, Corrie Oliva, Axel Flichtbeil, Rebecca Wei and others.
Dan Sholian's phone number is 503-210-3000
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