Vince DiLeva
Membro del Comitato di Investimento presso Signature Estate & Investment Advisors LLC
Profilo
Mr. Vincent A.
DiLeva is a Managing Senior Partner at Signature Estate & Investment Advisors LLC.
His emphasis is in investment management and overall wealth management strategies with affluent individuals and corporations.
He currently serves on SEIA’s Investment Committee, which meets monthly to analyze current trends in the fixed income, equity and alternative investments markets.
He received his Bachelor’s degree in Business Administration with an emphasis in Finance and Marketing from Loyola Marymount University.
He received his Master of Science degree with an academic emphasis in Financial Planning from the College of Financial Planning in 2003.
He earned the Certified Financial Planner certification from the Certified Financial Planner Board of Standards, Inc. in 1999.
Additionally, he attained the Chartered Mutual Fund Counselor (CMFC) designation in 2000 and the Accredited Investment Fiduciary designation.
Posizioni attive di Vince DiLeva
| Società | Posizione | Inizio |
|---|---|---|
Signature Estate & Investment Advisors LLC
 Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Membro del Comitato di Investimento | 01/03/2001 |
Formazione di Vince DiLeva
| Loyola Marymount University | Undergraduate Degree |
| The College of Financial Planning Institutes Corp. | Graduate 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 | 1 |
|---|---|
Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Finance |
- Borsa valori
- Insiders
- Vince DiLeva
