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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 has been in the securities and insurance industry since 1996.
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 SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards. | Membro del Comitato di Investimento | 01/03/2001 |
Formazione di Vince DiLeva
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
73
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards. | Finance |
Loyola Marymount University
 Loyola Marymount University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The College of Financial Planning Institutes Corp.
 The College of Financial Planning Institutes Corp. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
