Mark Joseph Kavaloski
Algemeen Directeur bij AmeriTrust Capital Management Ltd.
Profiel
Mr. Mark J.
Kavaloski is a President & Chief Executive Officer at AmeriTrust Capital Management Ltd.
He is also a Senior Portfolio Manager, where he provides specific recommendations to clients regarding investment portfolio and financial planning needs.
His experience of more than two decades in trust administration and portfolio management provides invaluable insight in serving clients.
Prior to founding the firm, Mr. Kavaloski served clients as a Trust Officer for Bank of America, Wells Fargo and Sanwa Bank.
He received his Bachelor of Arts in Business Administration from Loyola Marymount University.
He then went on to earn his Masters of Business Administration from California State University, Los Angeles.
He is an associate member of the CFA Institute and the National Association of Personal Financial Advisors (NAPFA).
Actieve functies van Mark Joseph Kavaloski
Bedrijven | Functie | Begin |
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AmeriTrust Capital Management Ltd.
AmeriTrust Capital Management Ltd. Investment ManagersFinance AmeriTrust Capital Management Ltd. (AmeriTrust) is an independent asset management firm headquartered in Santa Ynez, California. The firm was founded by Mark Kavaloski in 1998 and is the successor to the American Telesis Group, which was established in 1994. AmeriTrust provides portfolio management services to individuals, high-net worth individuals, corporate accounts, corporate pensions and profit-sharing plans, IRAs, and trusts. | Algemeen Directeur | 01-01-1998 |
Eerdere bekende functies van Mark Joseph Kavaloski
Bedrijven | Functie | Einde |
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MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | - |
Sanwa Bank Ltd. | Corporate Officer/Principal | - |
Opleiding van Mark Joseph Kavaloski
Loyola Marymount University | Undergraduate Degree |
California State University-Los Angeles | Masters Business Admin |
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
Beursgenoteerde bedrijven | 1 |
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MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
Bedrijven in privébezit | 3 |
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AmeriTrust Capital Management Ltd.
AmeriTrust Capital Management Ltd. Investment ManagersFinance AmeriTrust Capital Management Ltd. (AmeriTrust) is an independent asset management firm headquartered in Santa Ynez, California. The firm was founded by Mark Kavaloski in 1998 and is the successor to the American Telesis Group, which was established in 1994. AmeriTrust provides portfolio management services to individuals, high-net worth individuals, corporate accounts, corporate pensions and profit-sharing plans, IRAs, and trusts. | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Finance |
Sanwa Bank Ltd. | Finance |