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Eric Alvito
Portfolio Manager-Fixed Income bei Wealth Enhancement Advisory Services LLC
Aktive Positionen von Eric Alvito
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Portfolio Manager-Fixed Income | 10.12.2021 | - |
Karriereverlauf von Eric Alvito
Ehemalige bekannte Positionen von Eric Alvito
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
QCI Asset Management, Inc.
![]() QCI Asset Management, Inc. Investment ManagersFinance QCI Asset Management, Inc. (QCI) is an independent registered investment advisor headquartered in Pittsford, New York City. Founded in 1975, QCI provides fee-based investment management services for corporations, institutions, and high net-worth individuals. | Analyst-Festverzinsliche Wertpapiere | 01.01.2012 | 10.12.2021 |
Portfolio Manager-Fixed Income | 01.01.2012 | 10.12.2021 | |
Trading-Fixed Income | 01.01.2012 | 10.12.2021 |
Ausbildung von Eric Alvito
State University of New York College at Oswego | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Portfolio Manager-Fixed Income | 2 |
Analyst-Fixed Income | 1 |
Trading-Fixed Income | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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QCI Asset Management, Inc.
![]() QCI Asset Management, Inc. Investment ManagersFinance QCI Asset Management, Inc. (QCI) is an independent registered investment advisor headquartered in Pittsford, New York City. Founded in 1975, QCI provides fee-based investment management services for corporations, institutions, and high net-worth individuals. | Finance |
Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Finance |
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