![Veronica Vilchez](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Prior to joining Evensky & Katz in October 1996.
she has earned an Associates Arts Degree from Miami Dade College and has attended Florida International University and the University of Miami.
At the University of Miami, She is studying for the Certified Financial Planner designation.
Ms. Vilchez works in conjunction with the Advisors in advisory capacity and coordinates wire transfers, distributions, and trading executions as directed by the Advisor.
She interfaces with clients to gain updated client information as necessary and also prepares rebalancing and trading reports.
Eerdere bekende functies van Veronica Vilchez
| Bedrijven | Functie | Einde |
|---|---|---|
Evensky & Katz LLC
 Evensky & Katz LLC Investment ManagersFinance EKF’s primary investment strategy used on client accounts is strategic asset allocation utilizing an equity core and satellite strategy. The firm’s portfolios are globally diversified to control the risk associated with concentration in limited markets. They focus on proactive, integrated wealth management and principles for responsible investment. | Corporate Officer/Principal | 01-06-2010 |
Opleiding van Veronica Vilchez
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
14
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance EKF’s primary investment strategy used on client accounts is strategic asset allocation utilizing an equity core and satellite strategy. The firm’s portfolios are globally diversified to control the risk associated with concentration in limited markets. They focus on proactive, integrated wealth management and principles for responsible investment. | Finance |
Miami Dade College
 Miami Dade College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
