Profile
Joseph Robert Elegante is currently a Senior Portfolio Manager at UBS Asset Management (Americas) LLC since 2024.
Formerly, Mr. Elegante was a Principal at Fifth Third Bank, NA (Cincinnati, Ohio), Vice President & Portfolio Manager at National City Bank (Cleveland, Ohio), Portfolio Manager at Curi RMB Capital LLC from 2012 to 2015, and Senior Vice President & Portfolio Manager at AllianceBernstein LP from 2000 to 2012.
Mr. Elegante completed an MBA at Case Western Reserve University and an undergraduate degree at Miami University.
Joseph Elegante active positions
| Companies | Position | Start |
|---|---|---|
UBS Asset Management (Americas) LLC
UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Portfolio Manager-Equities | 2015-09-30 |
Former positions of Joseph Elegante
| Companies | Position | End |
|---|---|---|
Curi RMB Capital LLC
Curi RMB Capital LLC Investment ManagersFinance Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market. | Portfolio Manager-Equities | 2015-05-31 |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AB is a research-driven investment adviser that is global in scope and client-centered in their approach. The firm’s global team of research professionals, whose disciplines include economics, fundamental equity, fixed income and quantitative research, gives them a competitive advantage in achieving investment success for their clients. Within these research disciplines, they also have investment professionals that focus on multi-asset, wealth management and alternative investment strategies. | Corporate Officer/Principal | 2012-01-31 |
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | - |
National City Bank (Cleveland, Ohio)
National City Bank (Cleveland, Ohio) Major BanksFinance Nationally chartered commercial bank | Corporate Officer/Principal | - |
Training of Joseph Elegante
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
UBS Asset Management (Americas) LLC
UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Finance |
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
National City Bank (Cleveland, Ohio)
National City Bank (Cleveland, Ohio) Major BanksFinance Nationally chartered commercial bank | Finance |
Curi RMB Capital LLC
Curi RMB Capital LLC Investment ManagersFinance Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market. | Finance |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AB is a research-driven investment adviser that is global in scope and client-centered in their approach. The firm’s global team of research professionals, whose disciplines include economics, fundamental equity, fixed income and quantitative research, gives them a competitive advantage in achieving investment success for their clients. Within these research disciplines, they also have investment professionals that focus on multi-asset, wealth management and alternative investment strategies. | Finance |
Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Miami University
Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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