Thomas Edward Laviano
Analyst-Equity bij United Asset Strategies, Inc.
Profiel
Mr. Thomas E.
Laviano is an Equity Strategist at United Asset Strategies, Inc. He specializes in evaluating investments from a technical perspective in order to compliment the firm’s fundamental research.
His additional responsibilities include fixed income and equity trading, portfolio management, and investment research.
He began his career in financial services in 2004 as a registered representative, where he provided high net worth clients with portfolio management and financial planning services.
Mr. Laviano received his Bachelor of Science in Physical Education from State University of New York College at Cortland, a Master of Arts in Physical Education from Adelphi University and an MBA in Corporate Finance from Dowling College.
Actieve functies van Thomas Edward Laviano
Bedrijven | Functie | Begin |
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United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Analyst-Equity | 01-08-2012 |
Eerdere bekende functies van Thomas Edward Laviano
Bedrijven | Functie | Einde |
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Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Corporate Officer/Principal | 30-06-2010 |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Corporate Officer/Principal | 31-03-2006 |
Opleiding van Thomas Edward Laviano
Adelphi University | Graduate Degree |
Dowling College | Masters Business Admin |
State University of New York College at Cortland | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven in privébezit | 3 |
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Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Finance |
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Finance |
United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Finance |