Profiel
Frank Anthony Vallario worked as an Executive Director at UBS Asset Management (Americas) LLC from 1995 to 2004.
He then served as an Executive Director at DSI International Management, Inc. from 2005 to 2008.
After that, he worked as a Portfolio Manager at American Independence Financial Services LLC from 2008 to 2010.
From 2015 to 2019, he held the position of Portfolio Manager at OFI Advisors LLC.
He also worked as a Portfolio Manager at Columbia Management Investment Advisers LLC.
In 2015 and 2016, he served as a Senior Portfolio Manager at Emerging Global Advisors LLC.
Currently, he is the Chief Investment Officer at ETF Managers Group LLC.
Mr. Vallario obtained an MBA from Rutgers State University of New Jersey in 1996.
He completed his undergraduate degree from Lehigh University in 1992.
Eerdere bekende functies van Frank Anthony Vallario
Bedrijven | Functie | Einde |
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ETF Managers Group LLC
ETF Managers Group LLC Investment ManagersFinance ETF Managers Group LLC (ETFMG) is a SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Sam Masucci in 2014 and is a subsidiary of Exchange Traded Managers Group LLC. ETFMG develops innovative thematic ETFs that provide investors unique exposure to new markets. | Chief Investment Officer | 01-02-2024 |
OFI Advisors LLC
OFI Advisors LLC Investment ManagersFinance OFI Advisors LC is a registered investment advisor located in Philadelphia, Pennsylvania. The firm was founded in 2004 by Vincent T. Lowry as VTL Associates LLC. On December 2, 2015, VTL and their wholly-owned subsidiary, Index Management Solutions LLC (IMS), were acquired by OppenheimerFunds, Inc. (OFI). OFI is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC), itself an indirect subsidiary of MassMutual Life Insurance Co. (MassMutual). OFI Advisors generally provides investment consulting and investment advisory services to pension and profit sharing plans; municipal, local and state governments, agencies and authorities; other governmental entities; and other investment advisors. OFI Advisors also provides investment advisory services to an alternative weight equity index investment program and to seven series of the Oppenheimer Revenue Weighted ETF Trust. | Portefeuillebeheerder-Aandelen | 01-09-2019 |
Emerging Global Advisors LLC
Emerging Global Advisors LLC Investment ManagersFinance Founded in 2008 by Robert Holderith, Emerging Global Advisors LLC is a registered investment advisor headquartered in New York City. | Corporate Officer/Principal | 01-09-2016 |
American Independence Financial Services LLC
American Independence Financial Services LLC Investment ManagersFinance American Independence Financial Services LLC provided investment advisory or sub-advisory services to proprietary registered investment funds. The firm also provided investment sub-advisory services in connection with certain wrap programs. It offered investment advisory and sub-advisory services to institutional and individual clients through their separate account management services. The company was founded by John J. Pileggi and Eric M. Rubin in 2005 and was headquartered in Rye, NY. | Portefeuillebeheerder-Aandelen | 28-02-2010 |
DSI International Management, Inc.
DSI International Management, Inc. Investment ManagersFinance Founded in 1987, DSI International Management, Inc. (DSI) is an indirect, wholly owned subsidiary of UBS Global Asset Management (US) Inc., a subsidiary of UBS AG (NYSE: UBS). They are a registered investment advisor located in Stamford, Connecticut. DSI serves as the investment advisor for the UBS Structured US Equity Portfolio | Portefeuillebeheerder-Aandelen | 29-02-2008 |
Opleiding van Frank Anthony Vallario
Lehigh University | Undergraduate Degree |
Rutgers State University of New Jersey | Masters Business Admin |
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Bedrijven in privébezit | 7 |
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UBS Asset Management (Americas), Inc.
UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Finance |
DSI International Management, Inc.
DSI International Management, Inc. Investment ManagersFinance Founded in 1987, DSI International Management, Inc. (DSI) is an indirect, wholly owned subsidiary of UBS Global Asset Management (US) Inc., a subsidiary of UBS AG (NYSE: UBS). They are a registered investment advisor located in Stamford, Connecticut. DSI serves as the investment advisor for the UBS Structured US Equity Portfolio | Finance |
American Independence Financial Services LLC
American Independence Financial Services LLC Investment ManagersFinance American Independence Financial Services LLC provided investment advisory or sub-advisory services to proprietary registered investment funds. The firm also provided investment sub-advisory services in connection with certain wrap programs. It offered investment advisory and sub-advisory services to institutional and individual clients through their separate account management services. The company was founded by John J. Pileggi and Eric M. Rubin in 2005 and was headquartered in Rye, NY. | Finance |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Finance |
Emerging Global Advisors LLC
Emerging Global Advisors LLC Investment ManagersFinance Founded in 2008 by Robert Holderith, Emerging Global Advisors LLC is a registered investment advisor headquartered in New York City. | Finance |
OFI Advisors LLC
OFI Advisors LLC Investment ManagersFinance OFI Advisors LC is a registered investment advisor located in Philadelphia, Pennsylvania. The firm was founded in 2004 by Vincent T. Lowry as VTL Associates LLC. On December 2, 2015, VTL and their wholly-owned subsidiary, Index Management Solutions LLC (IMS), were acquired by OppenheimerFunds, Inc. (OFI). OFI is a wholly-owned subsidiary of Oppenheimer Acquisition Corp. (OAC), itself an indirect subsidiary of MassMutual Life Insurance Co. (MassMutual). OFI Advisors generally provides investment consulting and investment advisory services to pension and profit sharing plans; municipal, local and state governments, agencies and authorities; other governmental entities; and other investment advisors. OFI Advisors also provides investment advisory services to an alternative weight equity index investment program and to seven series of the Oppenheimer Revenue Weighted ETF Trust. | Finance |
ETF Managers Group LLC
ETF Managers Group LLC Investment ManagersFinance ETF Managers Group LLC (ETFMG) is a SEC-registered investment advisor headquartered in Summit, New Jersey. The firm was founded by Sam Masucci in 2014 and is a subsidiary of Exchange Traded Managers Group LLC. ETFMG develops innovative thematic ETFs that provide investors unique exposure to new markets. | Finance |