Profiel
Mr. Fevola has managed mutual fund and private investment accounts for institutional and high net worth clients at Merrill Lynch Asset Management, Brookside Capital (San Francisco) and Bank Hapoalim (New York).
He also served as Research Director for Citicorp Investment Services, overseeing the research team responsible for the review and approval of investments for Private Bank and Institutional clients.
Simone earned his Bachelor of Science degree in Finance from New York University Stern School of Business.
He received his Master of Arts degree in Religious History from Union Seminary at Columbia University.
He is currently enrolled in a Master of Arts/PhD program in English Literature at the University of Wisconsin.
Mr. Fevola received his Chartered Financial Analyst designation in 1993 and his Chartered Alternative Investment Analyst designation in 2005.
Eerdere bekende functies van Simone O. Fevola
| Bedrijven | Functie | Einde |
|---|---|---|
Wealth Management LLC
 Wealth Management LLC Investment ManagersFinance Founded in 1985, Wealth Management LLC is a registered investment advisor based in Appleton, Wisconsin. They manage the WML Gryphon Fund LLC, the WML L3 LLC, the WML Quetzal Partners LP, the WML Watchstone Partners LP, the WML Palisade Partners LP and the WML Pantera Partners LP. | President | 31-07-2008 |
Citicorp Investment Group
 Citicorp Investment Group Financial ConglomeratesFinance Part of Citigroup, Inc., Citicorp Investment Group is a national commercial bank. The company is based in New York, NY. | Directeur van Onderzoek - Eigen Vermogen | - |
Brookside Capital, Inc.
 Brookside Capital, Inc. Investment ManagersFinance Brookside Capital, Inc. is an independent wealth management firm headquartered in San Francisco, California. The firm was founded by James Rea in 1989. They provide investment management services to high-net worth individuals and charitable organizations. | Portefeuillebeheerder-Aandelen | - |
Merrill Lynch Investment Managers, Inc.
 Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Simone O. Fevola
| The Trustees of Columbia University in The City of New York | Graduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Wealth Management LLC
Wealth Management LLC Investment ManagersFinance Founded in 1985, Wealth Management LLC is a registered investment advisor based in Appleton, Wisconsin. They manage the WML Gryphon Fund LLC, the WML L3 LLC, the WML Quetzal Partners LP, the WML Watchstone Partners LP, the WML Palisade Partners LP and the WML Pantera Partners LP. | Finance |
Merrill Lynch Investment Managers, Inc.
Merrill Lynch Investment Managers, Inc. Investment ManagersFinance In 1915 Charles Edward Merrill founded Merrill Lynch & Co. (NYSE: MER) with Edmund C. Lynch in Baltimore, Maryland. The modern Merrill Lynch was formed in 1940 through mergers with E.A. Pierce & Cassatt and, soon after, Fenner & Beane. In 1973, Merrill Lynch adopted a holding company format, with Merrill Lynch & Co., Inc. as the parent and Merrill Lynch, Pierce, Fenner & Smith as the operating subsidiary. Merrill Lynch Asset Management, Inc. (MLAM) was created as an integral business unit in the Merrill Lynch family in 1976. Fund Asset Management, doing business as Mercury Asset Management, was acquired in December 1997. In 2000, MLAM and Mercury were combined under the name Merrill Lynch Investment Managers. MLAM manages the Merrill Lynch family of mutual funds, as and acts as sub-advisor to other mutual funds. | Finance |
Brookside Capital, Inc.
Brookside Capital, Inc. Investment ManagersFinance Brookside Capital, Inc. is an independent wealth management firm headquartered in San Francisco, California. The firm was founded by James Rea in 1989. They provide investment management services to high-net worth individuals and charitable organizations. | Finance |
Citicorp Investment Group
Citicorp Investment Group Financial ConglomeratesFinance Part of Citigroup, Inc., Citicorp Investment Group is a national commercial bank. The company is based in New York, NY. | Finance |
