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Thomas Edward Laviano
Analyst-Equity at
United Asset Strategies, Inc.
Profile
Mr. Thomas E.
Laviano is a Director of Portfolio Management, Trading, & Technical Analysis at United Asset Strategies, Inc. Mr. Thomas Laviano specializes in evaluating investments from a technical perspective to complement the firm’s fundamental research.
His responsibilities also include fixed income and equity trading, portfolio management, and investment research.
He began his career in financial services in 2004 as a registered representative, providing high-net-worth clients with portfolio management and financial planning services.
Mr. Laviano earned his MBA in Corporate Finance in 2012.
Thomas Edward Laviano active positions
| Companies | Position | Start |
|---|---|---|
United Asset Strategies, Inc.
 United Asset Strategies, Inc. Investment ManagersFinance UAS’ investment strategy includes the objective of a broad degree of issuer diversification. The firm primarily invests client’s assets in publicly traded securities and shares of mutual funds and ETFs. Their general approach to managing equity portfolios is to seek to identify investments with an asymmetrical risk-to-reward profile. | Analyst-Equity | 2012-07-31 |
Former positions of Thomas Edward Laviano
| Companies | Position | End |
|---|---|---|
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | 2010-06-29 |
Edward D. Jones & Co. LP (Investment Management)
 Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward Jones-IM constructs the asset allocation for each Account Portfolio Objective using different Program Funds and different target weightings of Asset Allocation Categories, considering risk tolerance, time horizon and the purpose of investing funds into Advisory Solutions Fund Models. | Corporate Officer/Principal | 2006-03-30 |
Training of Thomas Edward Laviano
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
42
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Adelphi University
 Adelphi University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
State University of New York College at Cortland
 State University of New York College at Cortland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Dowling College
 Dowling College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Operates as a state chartered commercial bank | Finance |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward Jones-IM constructs the asset allocation for each Account Portfolio Objective using different Program Funds and different target weightings of Asset Allocation Categories, considering risk tolerance, time horizon and the purpose of investing funds into Advisory Solutions Fund Models. | Finance |
United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance UAS’ investment strategy includes the objective of a broad degree of issuer diversification. The firm primarily invests client’s assets in publicly traded securities and shares of mutual funds and ETFs. Their general approach to managing equity portfolios is to seek to identify investments with an asymmetrical risk-to-reward profile. | Finance |
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