Profil
Mr. Andrew N.
Rinaldi is a Partner at Kore Private Wealth LLC.
He joined the firm in June 2018.
He is responsible for managing the firm’s MLP (Master Limited Partnership) portfolio, which he has been overseeing since the early 2000s.
One of two asset classes the firm oversees in-house, MLPs demonstrate one of firm's defining differentiators: being both investors and advisors.
Mr. Rinaldi began his career in 2000, and has worked exclusively in private wealth management for UBS, Bank of America Securities, Credit Suisse, JPMorgan Chase, and recently Merrill Lynch.
He received his BA in economics degree from the University of Massachusetts Amherst.
Ehemalige bekannte Positionen von Andrew Neil Rinaldi
| Unternehmen | Position | Ende |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01.06.2018 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01.01.2009 |
Kore Private Wealth LLC
 Kore Private Wealth LLC Investment ManagersFinance Kore Private Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2018 as Blue Note Advisory LLC. In 2022, they became a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Kore Private Wealth provides discretionary investment advisory services on a fee basis to individuals, business entities, business owners, trusts, pension and profit-sharing plans and charitable organizations. | Portfolio Manager-Aktien | - |
Ausbildung von Andrew Neil Rinaldi
| University of Massachusetts | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Kore Private Wealth LLC
Kore Private Wealth LLC Investment ManagersFinance Kore Private Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2018 as Blue Note Advisory LLC. In 2022, they became a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Kore Private Wealth provides discretionary investment advisory services on a fee basis to individuals, business entities, business owners, trusts, pension and profit-sharing plans and charitable organizations. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |