![John Carvalho](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
John Carvalho
Nessuna posizione attualmente
Profilo
John De Carvalho worked as the Chief Investment Officer at Perkins Coie LLP from 2018 to 2019.
Prior to that, he held the same position at Moss Adams Wealth Advisors LLC from 2014 to 2018.
Currently, he is the Head of Research & Analytics at Parcion Private Wealth LLC, starting in 2020 and ending in 2023.
Mr. Carvalho completed his undergraduate degree at the University of Washington.
Precedenti posizioni note di John Carvalho
| Società | Posizione | Fine |
|---|---|---|
Parcion Private Wealth LLC
 Parcion Private Wealth LLC Investment ManagersFinance Parcion designs highly tailored strategies for their clients’ wealth enhancement, transfer, and protection. They research and analyze securities using fundamental and technical methods. In addition to focusing on security selection, the firm attempts to identify an appropriate proportion of equity securities, fixed income securities, alternative investments and cash suitable to the client’s investment goals and risk tolerance. | Direttore degli Investimenti | 01/01/2023 |
Perkins Coie LLP
 Perkins Coie LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Direttore degli Investimenti | 01/07/2019 |
Moss Adams Wealth Advisors LLC
 Moss Adams Wealth Advisors LLC Investment ManagersFinance Moss Adams Wealth Advisors provides portfolio asset allocation in accordance with the client’s unique circumstances (risk tolerance, tax situation, etc.) that are best suited to help achieve their financial and investment goals. The firm constructs portfolios based on long-term, strategic allocations diversified among several asset classes that provide exposure to disparate risk factors. Securities purchases are generally made with the intent that they will be held long-term. | Direttore degli Investimenti | 01/01/2018 |
Formazione di John Carvalho
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
3
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
University of Washington
 University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Perkins Coie LLP
Perkins Coie LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services | Commercial Services |
Moss Adams Wealth Advisors LLC
Moss Adams Wealth Advisors LLC Investment ManagersFinance Moss Adams Wealth Advisors provides portfolio asset allocation in accordance with the client’s unique circumstances (risk tolerance, tax situation, etc.) that are best suited to help achieve their financial and investment goals. The firm constructs portfolios based on long-term, strategic allocations diversified among several asset classes that provide exposure to disparate risk factors. Securities purchases are generally made with the intent that they will be held long-term. | Finance |
Parcion Private Wealth LLC
Parcion Private Wealth LLC Investment ManagersFinance Parcion designs highly tailored strategies for their clients’ wealth enhancement, transfer, and protection. They research and analyze securities using fundamental and technical methods. In addition to focusing on security selection, the firm attempts to identify an appropriate proportion of equity securities, fixed income securities, alternative investments and cash suitable to the client’s investment goals and risk tolerance. | Finance |
