Michael Victor Riccardi
President presso United Asset Strategies, Inc.
Profilo
Mr. Michael V.
Riccardi is a President at United Asset Strategies, Inc. His financial services career, now spanning over 29 years, includes public finance investment banking to local governments, municipal bond underwriting and trading, institutional bond sales to mutual fund managers, and establishing arbitrage hedging strategies for institutional bond trading desks.
His knowledge and experience with fixed income and keen sense of business development assists the clients with goal-setting and portfolio-building to ensure that proper asset allocation and a proper investment plan is adopted.
He was employed as a Vice President by Pinnacle Associates Ltd.
and an Institutional Sales Manager by David Lerner Associates, Inc.
Mr. Riccardi received his Bachelor of Science in Economics from US Military Academy.
Posizioni attive di Michael Victor Riccardi
| Società | Posizione | Inizio |
|---|---|---|
United Asset Strategies, Inc.
 United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | President | 01/01/2022 |
Precedenti posizioni note di Michael Victor Riccardi
| Società | Posizione | Fine |
|---|---|---|
Pinnacle Associates Ltd.
 Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Portfolio Manager-Equities | 31/12/2008 |
David Lerner Associates, Inc.
 David Lerner Associates, Inc. Investment Banks/BrokersFinance Founded in 1976, David Lerner Associates, Inc. is an SEC-registered broker-dealer located in Syosset, New York. | Corporate Officer/Principal | 30/09/1999 |
Formazione di Michael Victor Riccardi
| US Military Academy | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Pinnacle Associates Ltd.
Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Finance |
David Lerner Associates, Inc.
David Lerner Associates, Inc. Investment Banks/BrokersFinance Founded in 1976, David Lerner Associates, Inc. is an SEC-registered broker-dealer located in Syosset, New York. | Finance |
United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Finance |
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