Chris Fasciano
Gestionnaire de Portefeuille-Actions chez Commonwealth Equity Services LLC
Profil
Mr. Christopher J.
Fasciano is a Portfolio Manager at Commonwealth Equity Services LLC.
With the firm since 2014, he helps manage our advisory platform, Preferred Portfolio Services (PPS) Select, where he is responsible for asset allocation, security selection, and portfolio monitoring.
In addition, he answers advisor questions related to their own model portfolios.
Mr. Fasciano earned a degree in economics from Bates College and an MBA from the UNC Kenan-Flagler Business School.
Postes actifs de Chris Fasciano
| Sociétés | Poste | Début |
|---|---|---|
Commonwealth Equity Services LLC
 Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Gestionnaire de Portefeuille-Actions | 01/12/2014 |
Anciens postes connus de Chris Fasciano
| Sociétés | Poste | Fin |
|---|---|---|
Evercore Asset Management
 Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | Analyst-Equity | 31/12/2011 |
AG Asset Management LLC
 AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | Analyst-Equity | 31/01/2009 |
| Wertheim Schroder & Co., Inc. | Corporate Officer/Principal | 31/12/2003 |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | 31/12/1990 |
Ironwood Investment Management LLC
 Ironwood Investment Management LLC Investment ManagersFinance Ironwood Investment Management LLC (Ironwood) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Warren Isabelle in 1997 and formerly known as Intrepid Partners LLC and Ironwood Capital Management LLC. Ironwood provides advisory services focused on domestic stocks through several targeted investment products. The firm also serves as portfolio manager to wrap fee programs. Ironwood is a signatory to the United Nations Principles of Responsible Investing (UNPRI). | Gestionnaire de Portefeuille-Actions | - |
Formation de Chris Fasciano
| Bates College | Undergraduate Degree |
| The University of North Carolina at Charlotte | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
AG Asset Management LLC
AG Asset Management LLC Investment ManagersFinance Founded in 1858, AG Asset Management, formerly Forstmann-Leff, is a registered investment advisor firm located in New York City | Finance |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
| Wertheim Schroder & Co., Inc. | Finance |
Evercore Asset Management
Evercore Asset Management Investment ManagersFinance Founded in 2006 by Andrew Moloff, Greg Sawers, Gail Landis and Margot Nones, Evercore Asset Management is a registered investment advisor located in New York City. They are a subsidiary of Evercore Group LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Evercore Asset Management manages the Evercore Capital Partners LP, the Evercore Capital Partners II LP, the Evercore Venture Partners LP, the EAM Value Fund I LP and the Harbor SMID Value Fund. | Finance |
Ironwood Investment Management LLC
Ironwood Investment Management LLC Investment ManagersFinance Ironwood Investment Management LLC (Ironwood) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Warren Isabelle in 1997 and formerly known as Intrepid Partners LLC and Ironwood Capital Management LLC. Ironwood provides advisory services focused on domestic stocks through several targeted investment products. The firm also serves as portfolio manager to wrap fee programs. Ironwood is a signatory to the United Nations Principles of Responsible Investing (UNPRI). | Finance |
Commonwealth Equity Services LLC
Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Finance |
