Victor Manuel Soto
Nessuna posizione attualmente
Profilo
Victor Manuel Soto worked as an Executive Vice President & Manager at Brighthouse Investment Advisers LLC from 2015 to 2022.
Prior to that, he was an Investment Specialist at MSI Financial Services, Inc. from 2008 to 2011, a Senior Investment Analyst at First Command Financial Services, Inc. from 2011 to 2013, and a Portfolio Manager at 1st Global Advisors, Inc. from 2013 to 2015.
He also worked as a Principal at DF Institute LLC and The Boston Security Analysts Society, Inc. Additionally, he was a Professor at Bentley University.
Soto earned an undergraduate degree and an MBA from Bryant University.
Precedenti posizioni note di Victor Manuel Soto
Società | Posizione | Fine |
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Brighthouse Investment Advisers LLC
Brighthouse Investment Advisers LLC Investment ManagersFinance Brighthouse Investment Advisers LLC (BIA) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1994 as MetLife Advisers LLC and changed their name into Brighthouse Investment Advisers LLC in 2017. They are a subsidiary of Brighthouse Holdings LLC, which is owned by Brighthouse Financial, Inc. (NASDAQ: BHF). BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, their clients are holders of Marquis Portfolios variable annuity contracts. As noted above, the firm also serves as investment adviser to certain investment companies registered under the 1940 Act. | Head-Equity Investments | 01/06/2022 |
1st Global Advisors, Inc.
1st Global Advisors, Inc. Investment ManagersFinance Founded in 1992, 1st Global Advisors, Inc. is a registered investment advisor located in Dallas, Texas. 1st Global, Inc. owns all of the firm's shares. The majority of 1st Global, Inc.’s shares are owned by Stephen Anthony Batman and family. The remaining shares are owned by a small number of current and former employees. Through their network of affiliated investment adviser representatives (IARs), 1st Global Advisors offers comprehensive financial services to y provide advisory services to individuals, high net-worth individuals, corporations and other businesses, pension and profit sharing plans and charitable organizations. The majority of the firm's clients are retail clients that fall under the category of “individuals (other than high-net-worth individuals). 1st Global Advisors specializes in partnering with CPA, tax, accounting, legal, and dedicated financial professionals. | Corporate Officer/Principal | 30/11/2015 |
First Command Financial Services, Inc.
First Command Financial Services, Inc. Investment ManagersFinance First Command Financial Services, Inc. (FCFS) headquartered in Fort Worth, Texas. The firm was founded in 1958 and is a subsidiary of First Command Financial Planning, Inc. ESOP Trust. FCFS provides insurance products and services to active and retired or separated military families. | Corporate Officer/Principal | 30/06/2013 |
MSI Financial Services, Inc.
MSI Financial Services, Inc. Investment ManagersFinance Founded in 1984, MetLife Securities, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of MetLife, Inc. (NYSE: MET). | Corporate Officer/Principal | 01/11/2011 |
The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | - |
Formazione di Victor Manuel Soto
Bryant University | Masters Business Admin |
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 | 6 |
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Brighthouse Investment Advisers LLC
Brighthouse Investment Advisers LLC Investment ManagersFinance Brighthouse Investment Advisers LLC (BIA) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1994 as MetLife Advisers LLC and changed their name into Brighthouse Investment Advisers LLC in 2017. They are a subsidiary of Brighthouse Holdings LLC, which is owned by Brighthouse Financial, Inc. (NASDAQ: BHF). BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, their clients are holders of Marquis Portfolios variable annuity contracts. As noted above, the firm also serves as investment adviser to certain investment companies registered under the 1940 Act. | Finance |
DF Institute LLC
DF Institute LLC Miscellaneous Commercial ServicesCommercial Services Kaplan Professional provides educational and professional training services. The company is headquartered in New York, NY. | Commercial Services |
1st Global Advisors, Inc.
1st Global Advisors, Inc. Investment ManagersFinance Founded in 1992, 1st Global Advisors, Inc. is a registered investment advisor located in Dallas, Texas. 1st Global, Inc. owns all of the firm's shares. The majority of 1st Global, Inc.’s shares are owned by Stephen Anthony Batman and family. The remaining shares are owned by a small number of current and former employees. Through their network of affiliated investment adviser representatives (IARs), 1st Global Advisors offers comprehensive financial services to y provide advisory services to individuals, high net-worth individuals, corporations and other businesses, pension and profit sharing plans and charitable organizations. The majority of the firm's clients are retail clients that fall under the category of “individuals (other than high-net-worth individuals). 1st Global Advisors specializes in partnering with CPA, tax, accounting, legal, and dedicated financial professionals. | Finance |
First Command Financial Services, Inc.
First Command Financial Services, Inc. Investment ManagersFinance First Command Financial Services, Inc. (FCFS) headquartered in Fort Worth, Texas. The firm was founded in 1958 and is a subsidiary of First Command Financial Planning, Inc. ESOP Trust. FCFS provides insurance products and services to active and retired or separated military families. | Finance |
The Boston Security Analysts Society, Inc. | |
MSI Financial Services, Inc.
MSI Financial Services, Inc. Investment ManagersFinance Founded in 1984, MetLife Securities, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of MetLife, Inc. (NYSE: MET). | Finance |
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