Dale Slater

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Profile

Dale Walter Slater worked as Senior Vice President at McAdams Wright Ragen, Inc. (Investment Management) from 2008 to 2014.
Following that, served as Senior Vice President at Robert W.
Baird & Co., Inc. (Private Banking) from 2014 to 2026.
Education includes undergraduate and MBAistration degrees from the University of Washington.

Former positions of Dale Slater

Companies	Position	End
Robert W. Baird & Co., Inc. (Private Banking) Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Baird WPM offers various investment strategies, which includes Equity, Fixed Income or Bond, Balanced, Value, Growth, Income, Economic Industry or Sector Focused, International, Global, Geographic Region or Country Focused, Tactical and Rotation, and Alternative Strategies and Complex Strategies.	Corporate Officer/Principal	15/01/2026
McAdams Wright Ragen, Inc. (Investment Management) McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance McAdams Wright Ragen (MWR) employs a value oriented investment process that is based on fundamental analysis, with emphasis on a bottom-up approach. The firm's fundamental analysis seeks to determine the intrinsic value of a company. They seek to buy companies which are trading at a sufficient discount to their intrinsic value and to sell them once their intrinsic value is realized in the market. MWR generally provides advice regarding the following securities: (1) exchange-listed securities (2) securities traded over-the-counter (3) foreign issuers (4) warrants (5) corporate debt securities (other than commercial paper) (6) commercial paper (7) certificates of deposit (8) municipal securities (9) mutual fund shares (10) US government securities and (11) options contracts on securities.	Portfolio Manager-Equities	01/11/2014

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Linked companies

Private companies	3
University of Washington University of Washington Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Robert W. Baird & Co., Inc. (Private Banking) Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Baird WPM offers various investment strategies, which includes Equity, Fixed Income or Bond, Balanced, Value, Growth, Income, Economic Industry or Sector Focused, International, Global, Geographic Region or Country Focused, Tactical and Rotation, and Alternative Strategies and Complex Strategies.	Finance
McAdams Wright Ragen, Inc. (Investment Management) McAdams Wright Ragen, Inc. (Investment Management) Investment ManagersFinance McAdams Wright Ragen (MWR) employs a value oriented investment process that is based on fundamental analysis, with emphasis on a bottom-up approach. The firm's fundamental analysis seeks to determine the intrinsic value of a company. They seek to buy companies which are trading at a sufficient discount to their intrinsic value and to sell them once their intrinsic value is realized in the market. MWR generally provides advice regarding the following securities: (1) exchange-listed securities (2) securities traded over-the-counter (3) foreign issuers (4) warrants (5) corporate debt securities (other than commercial paper) (6) commercial paper (7) certificates of deposit (8) municipal securities (9) mutual fund shares (10) US government securities and (11) options contracts on securities.	Finance

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