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Eric Alvito
Portfolio Manager-Fixed Income bij
Wealth Enhancement Advisory Services LLC
Profiel
Mr. Eric N.
Alvito, CFA, is a Vice President, Financial Advisor & Portfolio Manager at Wealth Enhancement Advisory Services LLC.
He directs the investment process for the firm’s entire fixed income portfolio.
Mr. Alvito started at QCI Asset Management, Inc. in 2012 as a Fixed Income Analyst and Trader and joined Wealth Enhancement Group in 2021 through the QCI acquisition.
He received his Bachelor of Arts in Economics degree from State University of New York College at Oswego.
Actieve functies van Eric Alvito
| Bedrijven | Functie | Begin |
|---|---|---|
Wealth Enhancement Advisory Services LLC
 Wealth Enhancement Advisory Services LLC Investment ManagersFinance WEAS believes that controlling tax liabilities is the most certain way to improve returns. The firm seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. They consistently monitor markets globally to assess market risks, rebalance when appropriate, and take advantage of opportunities. | Portfolio Manager-Fixed Income | 10-12-2021 |
Eerdere bekende functies van Eric Alvito
| Bedrijven | Functie | Einde |
|---|---|---|
QCI Asset Management, Inc.
 QCI Asset Management, Inc. Investment ManagersFinance QCI’s investment strategy as it relates to equities (stocks) involves building portfolios on a foundation of solid core holdings, complemented by stocks that offer timely opportunities. They choose core holdings by reviewing long-term trends, cyclical forces, and relative valuations, to build a diversified portfolio with specific sector and industry emphases. The firm’s investment strategy as it relates to fixed income (bonds) involves building fixed income portfolios by first evaluating the interest rate cycle and choosing a duration target. They then look for attractive maturities along the yield curve, and opportunities within particular sectors and industries. | Analist-Vaste Inkomen | 10-12-2021 |
Opleiding van Eric Alvito
Ervaring
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Beursgenoteerde bedrijven
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44
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3
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
QCI Asset Management, Inc.
QCI Asset Management, Inc. Investment ManagersFinance QCI’s investment strategy as it relates to equities (stocks) involves building portfolios on a foundation of solid core holdings, complemented by stocks that offer timely opportunities. They choose core holdings by reviewing long-term trends, cyclical forces, and relative valuations, to build a diversified portfolio with specific sector and industry emphases. The firm’s investment strategy as it relates to fixed income (bonds) involves building fixed income portfolios by first evaluating the interest rate cycle and choosing a duration target. They then look for attractive maturities along the yield curve, and opportunities within particular sectors and industries. | Finance |
State University of New York College at Oswego
 State University of New York College at Oswego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance WEAS believes that controlling tax liabilities is the most certain way to improve returns. The firm seeks to minimize risk and maximize return by constructing portfolios comprised of investments with fundamentally unrelated risk factors. They consistently monitor markets globally to assess market risks, rebalance when appropriate, and take advantage of opportunities. | Finance |
