Profiel
David Joseph Cariani worked as the Chief Investment Officer & Managing Director at Reilly Financial Advisors LLC from 2013 to 2019.
Prior to that, he was the CFO & Portfolio Manager at ValueVest Management Co. LLC from 1997 to 2008.
He also worked as the Co-Chief Investment Officer at CCG Wealth Management LLC from 2019 to 2022.
Cariani received his undergraduate degree from the University of California, Los Angeles in 1992.
Eerdere bekende functies van David Joseph Cariani
Bedrijven | Functie | Einde |
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CCG Wealth Management LLC
CCG Wealth Management LLC Investment ManagersFinance CCG Wealth Management LLC, dba Centura Wealth Advisory (Centura), is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded in 2018 and does business as Centura Wealth Advisory (Centura). They offer a variety of advisory services, which include financial planning, consulting, and investment management services, to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Chief Investment Officer | 01-12-2022 |
Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Chief Investment Officer | 01-02-2019 |
ValueVest Management Co. LLC | Financieel Directeur/CFO | 01-12-2008 |
Opleiding van David Joseph Cariani
University of California, Los Angeles | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 3 |
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Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance Reilly Financial Advisors LLC (RFA) is a registered investment advisor headquartered in La Mesa, California. It was founded by Donald Reilly and Frank Reilly in 1999. In 2022, Creative Planning LLC acquired the firm from Frank & Gina Reilly Family Trust. RFA provides investment advisory services to individuals, business entities, trusts and pension and profit-sharing plans. | Finance |
ValueVest Management Co. LLC | |
CCG Wealth Management LLC
CCG Wealth Management LLC Investment ManagersFinance CCG Wealth Management LLC, dba Centura Wealth Advisory (Centura), is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded in 2018 and does business as Centura Wealth Advisory (Centura). They offer a variety of advisory services, which include financial planning, consulting, and investment management services, to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |