Christopher James Squittieri
Keine laufenden Positionen mehr
Profil
Mr. Christopher J.
Squittieri is Senior Portfolio Manager at Ariel Capital Advisors LLC where he serves on the Investment Committee of Ariel Capital Advisors providing comprehensive investment research and analysis in developing the firm's asset allocation and investment recommendations to clients.
In addition to this role, he also works directly with client families in managing their investment portfolios and providing ongoing advice and counsel in order to achieve client investment goals and objectives.
Prior to joining Ariel Capital Advisors in 2014, Mr. Squittieri was employed as an Investment Associate by The Northern Trust Co., an Assistant Vice President & Portfolio Manager by U.S.
Trust Co., a Portfolio Manager by Willow Street Advisors LLC, a Customer Service Technician by Sprint, and a Financial Advisor by Banc of America Investments.
Mr. Squittieri received his BS in Finance, Cum Laude, from Florida Gulf Coast University.
He is also a Certified Financial Planner.
Ehemalige bekannte Positionen von Christopher James Squittieri
| Unternehmen | Position | Ende |
|---|---|---|
Willow Street Advisors LLC
 Willow Street Advisors LLC Investment ManagersFinance Founded in 2008 by Chris Bray, Rich Stevens and Dave Kearns, Willow Street Advisors LLC is a registered investment advisor located in Naples, Florida. The firm provides comprehensive wealth management services including investment management, trust administration and tax consulting. | Mitglied des Investmentausschusses | 01.01.2014 |
Bray Capital Advisors LLC
 Bray Capital Advisors LLC Investment ManagersFinance Bray Capital Advisors LLC (BCA) is an independent registered investment advisory and wealth management firm headquartered in Naples, Florida. The firm was founded by Christopher P. Bray in 2014 as Ariel Capital Advisors LLC. BCA provides customized, fee-only, wealth management services to high net worth individuals and their families. | Analyst-Equity | - |
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | - |
Ausbildung von Christopher James Squittieri
| Florida Gulf Coast University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Willow Street Advisors LLC
Willow Street Advisors LLC Investment ManagersFinance Founded in 2008 by Chris Bray, Rich Stevens and Dave Kearns, Willow Street Advisors LLC is a registered investment advisor located in Naples, Florida. The firm provides comprehensive wealth management services including investment management, trust administration and tax consulting. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
The Northern Trust Co.
The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Finance |
Bray Capital Advisors LLC
Bray Capital Advisors LLC Investment ManagersFinance Bray Capital Advisors LLC (BCA) is an independent registered investment advisory and wealth management firm headquartered in Naples, Florida. The firm was founded by Christopher P. Bray in 2014 as Ariel Capital Advisors LLC. BCA provides customized, fee-only, wealth management services to high net worth individuals and their families. | Finance |
