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Joseph Conrad Trucano
Analyst-Equity chez
Oliver Luxxe Assets LLC
Profil
Mr. Joseph C.
Trucano is a Director of Financial Planning at Oliver Luxxe Assets LLC.
Previously, Mr. Trucano held advisory roles at Merrill Lynch and UBS, where he gained institutional experience working within global wealth management platforms.
He brings this background to his current practice, combining institutional rigor with a highly personalized, client-first advisory model.
He holds a B.A. in Economics from Rutgers University.
Postes actifs de Joseph Conrad Trucano
| Sociétés | Poste | Début |
|---|---|---|
Oliver Luxxe Assets LLC
 Oliver Luxxe Assets LLC Investment ManagersFinance OLA utilizes a combination of qualitative, quantitative, fundamental and technical methods of analysis. The investment process starts with a multi-factor proprietary quantitative screening process. This front-end quantitative screening is designed to remove behavioral bias and focus their fundamental research on the most attractive individual stock ideas within each economic sector. Each prospective investment idea is further researched through fundamental, bottom-up analysis to offer a comprehensive assessment of the security's long-term investment potential. | Analyst-Equity | 01/05/2014 |
Formation de Joseph Conrad Trucano
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2
Relations au 1er degré
2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Oliver Luxxe Assets LLC
Oliver Luxxe Assets LLC Investment ManagersFinance OLA utilizes a combination of qualitative, quantitative, fundamental and technical methods of analysis. The investment process starts with a multi-factor proprietary quantitative screening process. This front-end quantitative screening is designed to remove behavioral bias and focus their fundamental research on the most attractive individual stock ideas within each economic sector. Each prospective investment idea is further researched through fundamental, bottom-up analysis to offer a comprehensive assessment of the security's long-term investment potential. | Finance |
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