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Profilo
Mr. Brandon D.
Gioffre is a Principal at Constellation Wealth Advisors LLC.
He joined the firm in 2014 and has seventeen years of industry experience.
Prior to joining Constellation Wealth Advisors in 2014, Mr. Gioffre was served as Partner of the SG Group and First Vice President from 2008 through 2014 and prior to joining Morgan Stanley, he worked at UBS as a financial advisor.
Mr. Gioffre graduated from Providence College in 1996 with a Bachelor of Arts degree.
Precedenti posizioni note di Brandon Daryl Gioffre
| Società | Posizione | Fine |
|---|---|---|
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31/12/2013 |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Constellation Wealth Advisors LLC
 Constellation Wealth Advisors LLC Investment ManagersFinance Constellation Wealth Advisors' investment approach seeks to optimize performance, cost and tax efficiency across active and passive investment vehicles in both traditional and alternative investments. Portfolios are customized with a focus on each client's risk tolerance, investment horizon and cash flow requirements. Constellation uses cash flow analysis to model cash sources and uses to ensure that assets are positioned to meet any forecasted need. The firm reviews asset allocation frequently to adapt to their outlook and to clients' changing needs. They perform detailed historical analysis of the capital markets that is supplemented by their view on how the future may vary. Constellation has access to best-in-class managers across all asset classes. The firm evaluates hundreds of investment opportunities annually and focuses only on the few that offer attractive risk adjusted rates of return, timeliness and a focus on wealth preservation. The firm's fixed-income approach focuses on investment in bonds particularly in situations in which capital preservation is the primary objective. The firm is not captive to any one trading desk and is able to search for bonds from various bond dealers to make the best selections for their clients. Depending on market conditions, Constellation may also invest in hedge funds, real estate and private equity offerings. | Gestore di Portafoglio-Azioni | - |
Formazione di Brandon Daryl Gioffre
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
67
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Constellation Wealth Advisors LLC
Constellation Wealth Advisors LLC Investment ManagersFinance Constellation Wealth Advisors' investment approach seeks to optimize performance, cost and tax efficiency across active and passive investment vehicles in both traditional and alternative investments. Portfolios are customized with a focus on each client's risk tolerance, investment horizon and cash flow requirements. Constellation uses cash flow analysis to model cash sources and uses to ensure that assets are positioned to meet any forecasted need. The firm reviews asset allocation frequently to adapt to their outlook and to clients' changing needs. They perform detailed historical analysis of the capital markets that is supplemented by their view on how the future may vary. Constellation has access to best-in-class managers across all asset classes. The firm evaluates hundreds of investment opportunities annually and focuses only on the few that offer attractive risk adjusted rates of return, timeliness and a focus on wealth preservation. The firm's fixed-income approach focuses on investment in bonds particularly in situations in which capital preservation is the primary objective. The firm is not captive to any one trading desk and is able to search for bonds from various bond dealers to make the best selections for their clients. Depending on market conditions, Constellation may also invest in hedge funds, real estate and private equity offerings. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Providence College
 Providence College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
