Vincent Joseph Stefano

Vincent Joseph Stefano

Gestore di Portafoglio-Azioni presso Wolff Wiese Magana LLC

Finance
Consumer Services

Profilo

Mr. Vincent J.
Stefano is a Portfolio Manager & Wealth Advisor at Wolff Wiese Magana LLC.
Mr. Stefano is primarily responsible for managing client assets in the firm’s New Innovations Portfolio, adhering to a disciplined investment process with risk management controls.
Prior to joining WWM Financial in January 2013, he had worked for Crowell Weedon.
Mr. Stefano has worked in the Financial Services industry since 1983 and has been actively managing growth stock portfolios on a discretionary basis since 1992 as President of Fred Alger Asset Management in San Francisco.
Throughout his career as a buy-side equity analyst and portfolio manager, Mr. Stefano has focused on New Innovation companies, predominantly smaller to mid-capitalization in size with a strong bias toward healthcare, technology and retail.
In 1999 as a founding Principal / Portfolio Manager of Viewpoint Investment Partners, he was responsible for managing and growing assets under management in addition to developing numerous risk management tools for the firm’s long/short limited partnerships.
Mr. Stefano received his Bachelor of Arts in History from Canisius College in 1978.

Posizioni attive di Vincent Joseph Stefano

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/01/2013
Tutte le posizioni attive di Vincent Joseph Stefano

Precedenti posizioni note di Vincent Joseph Stefano

SocietàPosizioneFine
Direttore degli Investimenti 01/12/2010
Analyst-Equity -
Vedi nel dettaglio l'esperienza di Vincent Joseph Stefano

Formazione di Vincent Joseph Stefano

Canisius College Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Vincent Joseph Stefano

Relazioni

12

Relazioni di 1° grado

4

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private3

Finance

Finance

Finance

Vedi le connessioni aziendali
  1. Borsa valori
  2. Insiders
  3. Vincent Joseph Stefano
-40% Offerta a tempo limitato: i nostri abbonamenti ti guidano verso i migliori investimenti di domani.
APPROFITTANE ORA