Eric Alvito
Portfolio Manager-Fixed Income bij Wealth Enhancement Advisory Services LLC
Profiel
Mr. Eric N.
Alvito, CFA, is a Senior Portfolio Manager at Wealth Enhancement Advisory Services LLC.
He is an accomplished professional in the financial services industry.
In addition to helping clients navigate their financial futures, he directs the investment process for the firm’s entire fixed income portfolio.
He is well versed in many fixed income strategies and sectors but spends a great deal of time focused on the investment grade corporate and municipal bond markets.
Mr. Alvito was previously employed as a Senior Fixed Income Portfolio Manager & Trader by QCI Asset Management, Inc.
He received his BA degree in Economics from State University of New York College at Oswego.
Actieve functies van Eric Alvito
| Bedrijven | Functie | Begin |
|---|---|---|
Wealth Enhancement Advisory Services LLC
 Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Portfolio Manager-Fixed Income | 10-12-2021 |
Eerdere bekende functies van Eric Alvito
| Bedrijven | Functie | Einde |
|---|---|---|
QCI Asset Management, Inc.
 QCI Asset Management, Inc. Investment ManagersFinance QCI Asset Management, Inc. (QCI) is an independent registered investment advisor headquartered in Pittsford, New York City. Founded in 1975, QCI provides fee-based investment management services for corporations, institutions, and high net-worth individuals. | Analist-Vaste Inkomen | 10-12-2021 |
Opleiding van Eric Alvito
| State University of New York College at Oswego | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
QCI Asset Management, Inc.
QCI Asset Management, Inc. Investment ManagersFinance QCI Asset Management, Inc. (QCI) is an independent registered investment advisor headquartered in Pittsford, New York City. Founded in 1975, QCI provides fee-based investment management services for corporations, institutions, and high net-worth individuals. | Finance |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Finance |
