Profiel
Mr. Andrew N.
Rinaldi is a Partner at Kore Private Wealth LLC.
He joined the firm in June 2018.
He is responsible for managing the firm’s MLP (Master Limited Partnership) portfolio, which he has been overseeing since the early 2000s.
One of two asset classes the firm oversees in-house, MLPs demonstrate one of firm's defining differentiators: being both investors and advisors.
Mr. Rinaldi began his career in 2000, and has worked exclusively in private wealth management for UBS, Bank of America Securities, Credit Suisse, JPMorgan Chase, and recently Merrill Lynch.
He received his BA in economics degree from the University of Massachusetts Amherst.
Eerdere bekende functies van Andrew Neil Rinaldi
| Bedrijven | Functie | Einde |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01-06-2018 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01-01-2009 |
Kore Private Wealth LLC
 Kore Private Wealth LLC Investment ManagersFinance Kore Private Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2018 as Blue Note Advisory LLC. In 2022, they became a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Kore Private Wealth provides discretionary investment advisory services on a fee basis to individuals, business entities, business owners, trusts, pension and profit-sharing plans and charitable organizations. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Andrew Neil Rinaldi
| University of Massachusetts | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Kore Private Wealth LLC
Kore Private Wealth LLC Investment ManagersFinance Kore Private Wealth LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2018 as Blue Note Advisory LLC. In 2022, they became a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Kore Private Wealth provides discretionary investment advisory services on a fee basis to individuals, business entities, business owners, trusts, pension and profit-sharing plans and charitable organizations. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |