![Andrew Cartwright](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>)
Andrew Cartwright
Analyst-Equity bij
Valicenti Advisory Services, Inc.
Profiel
Mr. Andrew S.
Cartwright is a Security Analyst & Trader at Valicenti Advisory Services, Inc. His responsibilities include security analysis, placing and allocating all trades for the firm, assisting the portfolio managers with portfolio management tasks and special projects.
He is part of the Investment Committee that meets to review and to analyze market conditions, economic factors and sector trends.
He joined the firm seasonally in December 2009 and started full time in the Operations Department in April 2012, as Systems and Reports Manager.
In April 2021, he accepted the position of Security Analyst and Trader.
He is a graduate of SUNY Brockport with a Bachelor of Science Degree in Physical Education and Health Science.
He is a Financial Paraplanner Qualified Professional designee.
Actieve functies van Andrew Cartwright
| Bedrijven | Functie | Begin |
|---|---|---|
Valicenti Advisory Services, Inc.
 Valicenti Advisory Services, Inc. Investment ManagersFinance Valicenti develops an investment portfolio based on the client's financial needs, short-term and long-term financial goals and lifestyle. As a balanced investment manager, the firm uses four investment objectives to accomplish the goals: Conservative, Moderate, Growth and Aggressive Growth. Each contains an asset mix of equities, fixed income and cash relative to the investment objective. They employ a top-down approach when developing their portfolios. | Analyst-Equity | 01-04-2012 |
Opleiding van Andrew Cartwright
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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4
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
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Vrouw
Besturend
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Valicenti Advisory Services, Inc.
Valicenti Advisory Services, Inc. Investment ManagersFinance Valicenti develops an investment portfolio based on the client's financial needs, short-term and long-term financial goals and lifestyle. As a balanced investment manager, the firm uses four investment objectives to accomplish the goals: Conservative, Moderate, Growth and Aggressive Growth. Each contains an asset mix of equities, fixed income and cash relative to the investment objective. They employ a top-down approach when developing their portfolios. | Finance |
State University of New York College at Brockport
 State University of New York College at Brockport Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
