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Eric Alvito
Portfolio Manager-Fixed Income at Wealth Enhancement Advisory Services LLC
Eric Alvito active positions
Companies | Position | Start | End |
---|---|---|---|
Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Portfolio Manager-Fixed Income | 2021-12-09 | - |
Career history of Eric Alvito
Former positions of Eric Alvito
Companies | Position | Start | End |
---|---|---|---|
QCI Asset Management, Inc.
![]() QCI Asset Management, Inc. Investment ManagersFinance QCI Asset Management, Inc. (QCI) is an independent registered investment advisor headquartered in Pittsford, New York City. Founded in 1975, QCI provides fee-based investment management services for corporations, institutions, and high net-worth individuals. | Analyst-Fixed Income | 2011-12-31 | 2021-12-09 |
Portfolio Manager-Fixed Income | 2011-12-31 | 2021-12-09 | |
Trading-Fixed Income | 2011-12-31 | 2021-12-09 |
Training of Eric Alvito
State University of New York College at Oswego | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Portfolio Manager-Fixed Income | 2 |
Analyst-Fixed Income | 1 |
Trading-Fixed Income | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
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QCI Asset Management, Inc.
![]() QCI Asset Management, Inc. Investment ManagersFinance QCI Asset Management, Inc. (QCI) is an independent registered investment advisor headquartered in Pittsford, New York City. Founded in 1975, QCI provides fee-based investment management services for corporations, institutions, and high net-worth individuals. | Finance |
Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans. | Finance |
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