Evangeline Maria Dávila
Directeur van Onderzoek - Eigen Vermogen bij Consultiva Wealth Management Corp.
Profiel
Ms. Evangeline M.
Dávila is a Chief of Research, Investment Officer & Lead Investment Advisor at Consultiva Wealth Management Corp.
She joined CONSULTIVA in 2000.
She is the President of CONSULTIVA's Investment Strategies Committee.
Coordinates all internal and external resources for capital markets research and investment management.
Under her direction, CONSULTIVA's Investment Strategy Group performs all asset allocation analysis, implementation of investment strategies, portfolio analysis and portfolio rebalancing.
She also oversees all data integration procedures for customer reporting protocols, including performance measurement and attribution analysis.
She has over twenty years of experience in the financial services industry.
She is a graduate of Florida International University with a BA in Business Administration and a minor in Finance.
She obtained CIMA accreditation from IMCA at the University of California (Berkeley) Haas School of Business in 2006 and is a Registered Investment Advisor Representative (Series 65).
She is a Certified Investment Management Analyst.
Actieve functies van Evangeline Maria Dávila
| Bedrijven | Functie | Begin |
|---|---|---|
Consultiva Wealth Management Corp.
 Consultiva Wealth Management Corp. Investment ManagersFinance Consultiva Internacional, Inc. (CIC) is a registered investment advisor headquartered in San Juan, Puerto Rico and was founded in 1999. The firm is a direct subsidiary of Consultiva Holding Group LLC, which is ultimately held by Bancredito Financial Group Trust & Co. CIC provides investment advisory services for the following types of clients: individuals and families, banks, pension and profit sharing plans, 401k plans, endowments, foundations, credit unions, Taft-Hartley plans, insurance companies, trusts and estates, charitable organizations, state government entities and corporations and similar business entities (i.e., limited liability companies, partnerships and professional partnerships). | Directeur van Onderzoek - Eigen Vermogen | 01-01-2000 |
Eerdere bekende functies van Evangeline Maria Dávila
| Bedrijven | Functie | Einde |
|---|---|---|
| Salomon Smith Barney, Inc. | Corporate Officer/Principal | - |
Opleiding van Evangeline Maria Dávila
| Florida International University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 2 |
|---|---|
Consultiva Wealth Management Corp.
Consultiva Wealth Management Corp. Investment ManagersFinance Consultiva Internacional, Inc. (CIC) is a registered investment advisor headquartered in San Juan, Puerto Rico and was founded in 1999. The firm is a direct subsidiary of Consultiva Holding Group LLC, which is ultimately held by Bancredito Financial Group Trust & Co. CIC provides investment advisory services for the following types of clients: individuals and families, banks, pension and profit sharing plans, 401k plans, endowments, foundations, credit unions, Taft-Hartley plans, insurance companies, trusts and estates, charitable organizations, state government entities and corporations and similar business entities (i.e., limited liability companies, partnerships and professional partnerships). | Finance |
| Salomon Smith Barney, Inc. | Finance |
