Anthony Joseph Latos
Portefeuillebeheerder-Aandelen bij Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Profiel
Mr. Anthony J.
Latos, CFA MBA, is a Senior Vice President & Wealth Management Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. He joined Merrill Lynch in 2007 and is a specially qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies.
Mr. Latos was formerly a Senior Portfolio Manager at a $50B Super Regional Bank managing portfolios for high-net-worth individuals, co-managing the Bank’s most widely used separate account equity strategy, and set asset allocation policy for the Bank as part of Investment Policy Committee.
Mr. Latos received his BBA degree from Western Michigan University and an MBA from Wayne State University (Michigan).
He holds the Chartered Financial Analyst (CFA) designation and is a Member of CFA Institute and CFA Society of Detroit.
Actieve functies van Anthony Joseph Latos
| Bedrijven | Functie | Begin |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Portefeuillebeheerder-Aandelen | 01-04-2007 |
Eerdere bekende functies van Anthony Joseph Latos
| Bedrijven | Functie | Einde |
|---|---|---|
Comerica Bank (Investment Management Texas)
 Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica Bank (Investment Management Texas) (Comerica-IM) is the asset management arm of Comerica Bank, which is owned by Comerica, Inc. (NYSE: CMA), a financial services company headquartered in Dallas, Texas. The firm was founded in 1849 by Elon Farnsworth. Comerica-IM manages assets for high net-worth individual investors, foundations, endowments and institutional investors. The firm also provides asset allocation guidelines and investment research for Comerica Securities, their brokerage affiliate. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Anthony Joseph Latos
| Wayne State University (Michigan) | Masters Business Admin |
| Western Michigan University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Comerica Bank (Investment Management Texas)
Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica Bank (Investment Management Texas) (Comerica-IM) is the asset management arm of Comerica Bank, which is owned by Comerica, Inc. (NYSE: CMA), a financial services company headquartered in Dallas, Texas. The firm was founded in 1849 by Elon Farnsworth. Comerica-IM manages assets for high net-worth individual investors, foundations, endowments and institutional investors. The firm also provides asset allocation guidelines and investment research for Comerica Securities, their brokerage affiliate. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
