Joe Valicenti
Directeur Général chez Valicenti Advisory Services, Inc.
Profil
Mr. Joseph M.
Valicenti is President & Chief Executive Officer at Valicenti Advisory Services, Inc. He implements the financial strategy of the corporation, analyzes investment results and ensures proper communication of those results to the clients.
As a member of the Investment Committee, he also analyzes securities for inclusion in the firm's list of preferred investments.
He joined the firm in 1991.
He currently serves on the board of the Southern Tier Economic Growth, the Chemung County Chamber of Commerce and the Elmira College President's Council.
He has been a board member of the ARTS of the Southern Finger Lakes, the Chemung County S.P.C.A.
and the Lourdes Fund, Inc. He is also a member of The Financial Planning Association.
Mr. Valicenti began as a Security Analyst, was promoted to Portfolio Manager and then became manager of the firm's Corning office.
Joe started his career as a Computer Analyst for Trustco Bank Corp NY in Albany.
He has served as treasurer of the Corning Rotary Club and is involved in the Greater Corning Area Chamber of Commerce.
A graduate of St. Bonaventure University, Mr. Valicenti holds a Bachelor of Science degree in Business Administration with a concentration in Finance.
He has completed the National Association of Securities Dealers Series 2, the Non-Member Securities Examination and the Series 66, Uniform Combined State Law Examination.
Postes actifs de Joe Valicenti
Sociétés | Poste | Début |
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Valicenti Advisory Services, Inc.
Valicenti Advisory Services, Inc. Investment ManagersFinance Valicenti Advisory Services, Inc. (VASI) is an independent registered investment advisory firm headquartered in Elmira, New York. The firm was founded by Vince Valicenti in 1984. VASI provides discretionary investment advisory services and financial services to individuals, banks, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations and business entities. | Directeur Général | 01/01/1991 |
Anciens postes connus de Joe Valicenti
Sociétés | Poste | Fin |
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Trustco Bank Corp. (New York) (Investment Management)
Trustco Bank Corp. (New York) (Investment Management) Investment ManagersFinance Trustco Bank Corp. (New York) (Investment Management) is the investment management division of Trustco Bank Corp. (NASDAQ: TRST), a commercial bank headquartered in Glenville, New York. Trustco Bank provides personalized investment management, trust administration and estate settlement to individuals, partnerships, corporations and governments of New York, Florida, Massachusetts, New Jersey and Vermont. | Analyst-Equity | 31/12/1990 |
Formation de Joe Valicenti
St. Bonaventure University | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
Entreprise privées | 2 |
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Valicenti Advisory Services, Inc.
Valicenti Advisory Services, Inc. Investment ManagersFinance Valicenti Advisory Services, Inc. (VASI) is an independent registered investment advisory firm headquartered in Elmira, New York. The firm was founded by Vince Valicenti in 1984. VASI provides discretionary investment advisory services and financial services to individuals, banks, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations and business entities. | Finance |
Trustco Bank Corp. (New York) (Investment Management)
Trustco Bank Corp. (New York) (Investment Management) Investment ManagersFinance Trustco Bank Corp. (New York) (Investment Management) is the investment management division of Trustco Bank Corp. (NASDAQ: TRST), a commercial bank headquartered in Glenville, New York. Trustco Bank provides personalized investment management, trust administration and estate settlement to individuals, partnerships, corporations and governments of New York, Florida, Massachusetts, New Jersey and Vermont. | Finance |