Alex Urbani
President bij MainStreet Investment Advisors LLC
Profiel
Mr. Alessandro Urbani, CFA, is a President at MainStreet Investment Advisors LLC.
He joined MainStreet Advisors in 2009 and has over 30 years of experience.
He has a deep understanding of investment management and the unique needs of our clients.
He oversees all aspects of the firm and works closely with each member of the management team.
He is a member of the firm’s Investment Committee which establishes investment strategy and policy.
Prior to joining MainStreet Advisors, he was a Senior Vice President at Wright Investors’ Service.
In his 14 years at Wright, Alex managed trust client relationships and was involved in new business development.
He began his career with JPMorgan Chase & Co. (formerly Chase Manhattan Bank of CT) in 1991, as a Trust Administrator and joined Wright Investors’ Service in 1994 as an Investment Officer in the Trust Investment Services Group.
He received his undergraduate degree from the University of Connecticut.
He is a Chartered Financial Analyst.
A member of the CFA Institute and the New York Society of Security Analysts.
Actieve functies van Alex Urbani
| Bedrijven | Functie | Begin |
|---|---|---|
MainStreet Investment Advisors LLC
 MainStreet Investment Advisors LLC Investment ManagersFinance MainStreet Investment Advisors LLC (dba MainStreet Advisors) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2003 by John Crosson and is a wholly owned subsidiary of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). MainStreet Advisors offers various investment advisory services to banking institutions, individuals and other Investment Advisers. | President | 01-01-2009 |
Eerdere bekende functies van Alex Urbani
| Bedrijven | Functie | Einde |
|---|---|---|
Wright Investors' Service, Inc.
 Wright Investors' Service, Inc. Investment ManagersFinance Wright Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. | Corporate Officer/Principal | - |
Opleiding van Alex Urbani
| University of Connecticut | Undergraduate Degree |
Ervaring
Beklede functies
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| Bedrijven in privébezit | 2 |
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MainStreet Investment Advisors LLC
MainStreet Investment Advisors LLC Investment ManagersFinance MainStreet Investment Advisors LLC (dba MainStreet Advisors) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2003 by John Crosson and is a wholly owned subsidiary of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). MainStreet Advisors offers various investment advisory services to banking institutions, individuals and other Investment Advisers. | Finance |
Wright Investors' Service, Inc.
Wright Investors' Service, Inc. Investment ManagersFinance Wright Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. | Finance |
