![Veronica Vilchez](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>)
Profilo
Prior to joining Evensky & Katz in October 1996.
she has earned an Associates Arts Degree from Miami Dade College and has attended Florida International University and the University of Miami.
At the University of Miami, She is studying for the Certified Financial Planner designation.
Ms. Vilchez works in conjunction with the Advisors in advisory capacity and coordinates wire transfers, distributions, and trading executions as directed by the Advisor.
She interfaces with clients to gain updated client information as necessary and also prepares rebalancing and trading reports.
Precedenti posizioni note di Veronica Vilchez
| Società | Posizione | Fine |
|---|---|---|
Evensky & Katz LLC
 Evensky & Katz LLC Investment ManagersFinance EKF’s primary investment strategy used on client accounts is strategic asset allocation utilizing an equity core and satellite strategy. The firm’s portfolios are globally diversified to control the risk associated with concentration in limited markets. They focus on proactive, integrated wealth management and principles for responsible investment. | Corporate Officer/Principal | 01/06/2010 |
Formazione di Veronica Vilchez
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
14
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance EKF’s primary investment strategy used on client accounts is strategic asset allocation utilizing an equity core and satellite strategy. The firm’s portfolios are globally diversified to control the risk associated with concentration in limited markets. They focus on proactive, integrated wealth management and principles for responsible investment. | Finance |
Miami Dade College
 Miami Dade College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
