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Vince DiLeva
Medlem av Investeringskommittén på
Signature Estate & Investment Advisors LLC
Profil
Mr. Vincent A. DiLeva is a Managing Senior Partner at Signature Estate & Investment Advisors LLC.
His emphasis is in investment management and overall wealth management strategies with affluent individuals and corporations.
He has been in the securities and insurance industry since 1996.
He currently serves on SEIA’s Investment Committee, which meets monthly to analyze current trends in the fixed income, equity and alternative investments markets.
He received his Bachelor’s degree in Business Administration with an emphasis in Finance and Marketing from Loyola Marymount University.
He received his Master of Science degree with an academic emphasis in Financial Planning from the College of Financial Planning in 2003.
He earned the Certified Financial Planner certification from the Certified Financial Planner Board of Standards, Inc. in 1999.
Additionally, he attained the Chartered Mutual Fund Counselor (CMFC) designation in 2000 and the Accredited Investment Fiduciary designation.
Aktiva positioner av Vince DiLeva
| Företag | Position | Start |
|---|---|---|
Signature Estate & Investment Advisors LLC
 Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards. | Medlem av Investeringskommittén | 2001-03-01 |
Vince DiLevas utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
73
Första gradens relationer
3
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance SEIA’s Department of Investment Management and Economic Strategy (DIMES) is responsible for the research and development of SEIA’s asset allocation targets. DIMES uses the principles found in Modern Portfolio Theory, proprietary research, and third-party research. Their analysis and investment selection are driven by a two-prong approach (Quantitative and Qualitative) to filter the investment universe of each asset class and style down to specific investments that meet SEIA’s standards. | Finance |
Loyola Marymount University
 Loyola Marymount University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The College of Financial Planning Institutes Corp.
 The College of Financial Planning Institutes Corp. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
