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Vanessa Hale Wieliczko
Corporate Officer/Principal chez
Focus Partners Wealth LLC
Profil
Vanessa Hale Wieliczko currently works at Focus Partners Wealth LLC, as Chief of Staff from 2025.
Ms. Wieliczko also formerly worked at HoyleCohen LLC, as Chief Investment Officer & Partner from 2021 to 2024.
Ms. Wieliczko received her undergraduate degree from Questrom School of Business.
Postes actifs de Vanessa Hale Wieliczko
| Sociétés | Poste | Début |
|---|---|---|
Focus Partners Wealth LLC
 Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | Corporate Officer/Principal | 01/07/2025 |
Anciens postes connus de Vanessa Hale Wieliczko
| Sociétés | Poste | Fin |
|---|---|---|
HoyleCohen LLC
 HoyleCohen LLC Investment ManagersFinance HC allocates a client’s investment assets among various asset classes and securities, in accordance with the client’s specific goals, time horizon and investment constraints. The firm employs an investment approach that combines a blend of investment strategies into a proprietary investment platform they refer to as “CorePlus” strategy. The Core portion of HC’s CorePlus investment platform consists of mutual funds, ETFs and/or individual securities. The Plus aspect includes a variety of more specialized investment strategies and programs. Plus strategies are only recommended based on strict suitability criteria and are used when HC believes more traditional strategies may not achieve the desired outcome. | Directeur en chef des Investissements | 01/09/2024 |
Formation de Vanessa Hale Wieliczko
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
17
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Focus Partners Wealth LLC
Focus Partners Wealth LLC Investment ManagersFinance Focus Partners tailors an investment portfolio to maximize the probability of achieving their client’s goals and objectives. The firm often incorporates both active and passive strategies into their client portfolios. Their investment decisions are guided by a long-term fundamental outlook. Focus Partners endeavors to enhance portfolios by seeking out uncorrelated and nontraditional investment opportunities that they believe have the potential to generate strong absolute returns over a full market cycle. | Finance |
HoyleCohen LLC
HoyleCohen LLC Investment ManagersFinance HC allocates a client’s investment assets among various asset classes and securities, in accordance with the client’s specific goals, time horizon and investment constraints. The firm employs an investment approach that combines a blend of investment strategies into a proprietary investment platform they refer to as “CorePlus” strategy. The Core portion of HC’s CorePlus investment platform consists of mutual funds, ETFs and/or individual securities. The Plus aspect includes a variety of more specialized investment strategies and programs. Plus strategies are only recommended based on strict suitability criteria and are used when HC believes more traditional strategies may not achieve the desired outcome. | Finance |
Questrom School of Business
 Questrom School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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