Jacob Puccetti
Analyst-Equity chez Vivaldi Capital Management LP
Profil
Mr. Jacob Puccetti, CFA, is a Senior Research Analyst at Vivaldi Capital Management LP.
He is focused on supporting all aspects of Vivaldi’s investment research efforts.
He helps manage the sourcing, diligence, and oversight processes with respect to the firm’s traditional and alternative investment strategies.
Prior to joining Vivaldi, Mr. Puccetti worked at Guggenheim Securities as a Sell-Side Equity Research Analyst.
He graduated from the University of Dayton Summa Cum Laude with degrees in Finance and Investments and is a CFA charter holder.
Postes actifs de Jacob Puccetti
| Sociétés | Poste | Début |
|---|---|---|
Vivaldi Capital Management LP
 Vivaldi Capital Management LP Investment ManagersFinance Vivaldi Capital Management LP (VCM) is a wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was co-founded by Randal Golden and David Sternberg in 2011. They are primarily owned by VFT Holdings LP. VCM provides integrated wealth management solutions to high-net-worth individuals, family offices and institutions and their related entities, which includes trusts and retirement plans. | Analyst-Equity | 01/05/2018 |
Formation de Jacob Puccetti
| University of Dayton | Undergraduate Degree |
Expériences
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| Entreprise privées | 1 |
|---|---|
Vivaldi Capital Management LP
Vivaldi Capital Management LP Investment ManagersFinance Vivaldi Capital Management LP (VCM) is a wealth management firm and registered investment advisor headquartered in Chicago, Illinois. The firm was co-founded by Randal Golden and David Sternberg in 2011. They are primarily owned by VFT Holdings LP. VCM provides integrated wealth management solutions to high-net-worth individuals, family offices and institutions and their related entities, which includes trusts and retirement plans. | Finance |
