Profil
Dr. Ken S.
Cavalluzzo is a Research Analyst at Wisconsin Capital Management LLC.
He was previously employed as an Assistant Professor of Accounting by Georgetown University and a Principal, Portfolio Manager & Research Analyst by SVA Plumb Wealth Management LLC.
Dr. Cavalluzzo received his BA in Economics and Italian, with honors, from the University of Wisconsin, his Masters in Accounting and Applied Economics and his PhD in Accounting from The Wharton School University of Pennsylvania.
Anciens postes connus de Ken S. Cavalluzzo
| Sociétés | Poste | Fin |
|---|---|---|
Wisconsin Capital Management LLC
 Wisconsin Capital Management LLC Investment ManagersFinance Wisconsin Capital Management LLC (WisCap) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. Formerly known as Thompson, Plumb & Associates, Inc., the firm was founded in 1984 and is principally owned by TGP, Inc. WisCap provides investment management services to individuals, high-net worth individuals, and registered mutual funds. The firm also offers model portfolio services to financial institutions. | Analyst-Equity | 01/12/2014 |
SVA Wealth Management LLC
 SVA Wealth Management LLC Investment ManagersFinance SVA Wealth Management LLC (SVA WM) is an investment advisory firm headquartered in Madison, Wisconsin. They are owned by SVA Financial Group LLC, which is a subsidiary of Diversified Services of Wisconsin, Inc. The firm was originally founded as SVA Planners, Inc. in 1987 and became known as SVA Wealth Management, Inc. in January 2007. In 2011, SVA Wealth Management, Inc. reorganized and changed its name to SVA Plumb Wealth Management LLC and subsequently became SVA Wealth Management LLC in 2019. SVA WM provides investment management, financial planning, retirement plan and consulting services to individuals, high net-worth individuals, banking and/or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Membre du Comité d'Investissement | - |
| Georgetown University | Corporate Officer/Principal | 31/03/2005 |
Formation de Ken S. Cavalluzzo
| University of Wisconsin | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Doctorate Degree |
Expériences
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| Entreprise privées | 2 |
|---|---|
Wisconsin Capital Management LLC
Wisconsin Capital Management LLC Investment ManagersFinance Wisconsin Capital Management LLC (WisCap) is a SEC-registered investment advisor headquartered in Madison, Wisconsin. Formerly known as Thompson, Plumb & Associates, Inc., the firm was founded in 1984 and is principally owned by TGP, Inc. WisCap provides investment management services to individuals, high-net worth individuals, and registered mutual funds. The firm also offers model portfolio services to financial institutions. | Finance |
SVA Wealth Management LLC
SVA Wealth Management LLC Investment ManagersFinance SVA Wealth Management LLC (SVA WM) is an investment advisory firm headquartered in Madison, Wisconsin. They are owned by SVA Financial Group LLC, which is a subsidiary of Diversified Services of Wisconsin, Inc. The firm was originally founded as SVA Planners, Inc. in 1987 and became known as SVA Wealth Management, Inc. in January 2007. In 2011, SVA Wealth Management, Inc. reorganized and changed its name to SVA Plumb Wealth Management LLC and subsequently became SVA Wealth Management LLC in 2019. SVA WM provides investment management, financial planning, retirement plan and consulting services to individuals, high net-worth individuals, banking and/or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
