Profil
Ms. Yuka O.
Marosek, CFA MBA, is a Director of Portfolio Management at Integrated Wealth Counsel LLC.
Ms. Marosek has over 25 years experience in portfolio management and research, including 15 years as an equity analyst and 10 years as a credit/bond analyst.
She has extensive experience working with private clients, trust clients, and institutional clients.
Ms. Marosek received her undergraduate degree from Aquinas College (Michigan) and an MBA from The California State University.
Anciens postes connus de Yuka O. Marosek
| Sociétés | Poste | Fin |
|---|---|---|
Integrated Wealth Counsel LLC
 Integrated Wealth Counsel LLC Investment ManagersFinance Founded in 1975, Integrated Wealth Counsel LLC is a wealth management firm and registered investment advisor headquartered in Reno, Nevada. The firm was formerly known as Doolittle & Ganos Investment Counsel LLC and as William G. Doolittle Investment Counselor. Integrated Wealth Counsel is a subsidiary of KNT Trust. Their clients include individuals, high net-worth individuals, pension and profit sharing plans and charitable organizations. | Gestionnaire de Portefeuille-Actions | 01/10/2013 |
Nicholas-Applegate Capital Management
 Nicholas-Applegate Capital Management Investment ManagersFinance Founded in 1984, Nicholas-Applegate Capital Management is a registered investment advisor located in San Diego, California. The firm is a subsidiary of Allianz of America, Inc., and their ultimate parent is Allianz AG (NYSE: AZ). Nicholas-Applegate manages assets for individual and institutional investors including corporate and government retirement plans, foundations, endowments and mutual fund families. | Analyst-Equity | 30/06/2010 |
First American Trust Co.
 First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | Analyst-Equity | 30/11/2007 |
The Mitsubishi Trust & Banking Corp. (US)
 The Mitsubishi Trust & Banking Corp. (US) Major BanksFinance The Mitsubishi Trust & Banking Corp. (US) is based in Chicago, IL. The Mitsubishi Trust & Banking Corp. (US) provides commercial banking services. | Corporate Officer/Principal | - |
| ROYAL BANK OF CANADA | Corporate Officer/Principal | - |
Formation de Yuka O. Marosek
| The California State University | Masters Business Admin |
| Aquinas College (Michigan) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| ROYAL BANK OF CANADA | Finance |
| Entreprise privées | 5 |
|---|---|
First American Trust Co.
First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | Finance |
Nicholas-Applegate Capital Management
Nicholas-Applegate Capital Management Investment ManagersFinance Founded in 1984, Nicholas-Applegate Capital Management is a registered investment advisor located in San Diego, California. The firm is a subsidiary of Allianz of America, Inc., and their ultimate parent is Allianz AG (NYSE: AZ). Nicholas-Applegate manages assets for individual and institutional investors including corporate and government retirement plans, foundations, endowments and mutual fund families. | Finance |
Allianz Global Investors U.S. LLC
 Allianz Global Investors U.S. LLC Investment ManagersFinance Allianz Global Investors U.S. LLC (AllianzGI US) is an investment advisory firm headquartered in New York City. The firm was founded in 2001 as Allianz Global Investors Capital LLC. In 2022, Voya Investment Management Co. LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), acquired the firm from Allianz SE (ETR: ALV). AllianzGI US provides portfolio management services to a variety of individual and institutional clients as well as certain Wrap Fee Programs. | Finance |
The Mitsubishi Trust & Banking Corp. (US)
The Mitsubishi Trust & Banking Corp. (US) Major BanksFinance The Mitsubishi Trust & Banking Corp. (US) is based in Chicago, IL. The Mitsubishi Trust & Banking Corp. (US) provides commercial banking services. | Finance |
Integrated Wealth Counsel LLC
Integrated Wealth Counsel LLC Investment ManagersFinance Founded in 1975, Integrated Wealth Counsel LLC is a wealth management firm and registered investment advisor headquartered in Reno, Nevada. The firm was formerly known as Doolittle & Ganos Investment Counsel LLC and as William G. Doolittle Investment Counselor. Integrated Wealth Counsel is a subsidiary of KNT Trust. Their clients include individuals, high net-worth individuals, pension and profit sharing plans and charitable organizations. | Finance |
