Evangeline Maria Dávila
Direktor der Forschung - Eigenkapital bei Consultiva Wealth Management Corp.
Profil
Ms. Evangeline M.
Dávila is a Chief of Research, Investment Officer & Lead Investment Advisor at Consultiva Wealth Management Corp.
She joined CONSULTIVA in 2000.
She is the President of CONSULTIVA's Investment Strategies Committee.
Coordinates all internal and external resources for capital markets research and investment management.
Under her direction, CONSULTIVA's Investment Strategy Group performs all asset allocation analysis, implementation of investment strategies, portfolio analysis and portfolio rebalancing.
She also oversees all data integration procedures for customer reporting protocols, including performance measurement and attribution analysis.
She has over twenty years of experience in the financial services industry.
She is a graduate of Florida International University with a BA in Business Administration and a minor in Finance.
She obtained CIMA accreditation from IMCA at the University of California (Berkeley) Haas School of Business in 2006 and is a Registered Investment Advisor Representative (Series 65).
She is a Certified Investment Management Analyst.
Aktive Positionen von Evangeline Maria Dávila
| Unternehmen | Position | Beginn |
|---|---|---|
Consultiva Wealth Management Corp.
 Consultiva Wealth Management Corp. Investment ManagersFinance Consultiva Internacional, Inc. (CIC) is a registered investment advisor headquartered in San Juan, Puerto Rico and was founded in 1999. The firm is a direct subsidiary of Consultiva Holding Group LLC, which is ultimately held by Bancredito Financial Group Trust & Co. CIC provides investment advisory services for the following types of clients: individuals and families, banks, pension and profit sharing plans, 401k plans, endowments, foundations, credit unions, Taft-Hartley plans, insurance companies, trusts and estates, charitable organizations, state government entities and corporations and similar business entities (i.e., limited liability companies, partnerships and professional partnerships). | Direktor der Forschung - Eigenkapital | 01.01.2000 |
Ehemalige bekannte Positionen von Evangeline Maria Dávila
| Unternehmen | Position | Ende |
|---|---|---|
| Salomon Smith Barney, Inc. | Corporate Officer/Principal | - |
Ausbildung von Evangeline Maria Dávila
| Florida International University | 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 | 2 |
|---|---|
Consultiva Wealth Management Corp.
Consultiva Wealth Management Corp. Investment ManagersFinance Consultiva Internacional, Inc. (CIC) is a registered investment advisor headquartered in San Juan, Puerto Rico and was founded in 1999. The firm is a direct subsidiary of Consultiva Holding Group LLC, which is ultimately held by Bancredito Financial Group Trust & Co. CIC provides investment advisory services for the following types of clients: individuals and families, banks, pension and profit sharing plans, 401k plans, endowments, foundations, credit unions, Taft-Hartley plans, insurance companies, trusts and estates, charitable organizations, state government entities and corporations and similar business entities (i.e., limited liability companies, partnerships and professional partnerships). | Finance |
| Salomon Smith Barney, Inc. | Finance |
