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Eric Alvito
Portfolio Manager-Fixed Income chez Wealth Enhancement Advisory Services LLC
Postes actifs de Eric Alvito
Sociétés | Poste | Début | Fin |
---|---|---|---|
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 | - |
Historique de carrière de Eric Alvito
Anciens postes connus de Eric Alvito
Sociétés | Poste | Début | Fin |
---|---|---|---|
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-Fixed Income | 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 |
Formation de Eric Alvito
State University of New York College at Oswego | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Portfolio Manager-Fixed Income | 2 |
Analyst-Fixed Income | 1 |
Trading-Fixed Income | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 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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