Chris Surrichio
Gestionnaire de Portefeuille-Actions chez Capital Analysts LLC
Profil
Mr. Christopher J.
Surrichio, CFA, is a Vice President & Portfolio Manager at Capital Analysts LLC.
He works as Manager of the CAAMS portfolios and helps oversee the day-to-day functions of the investment management team with Lincoln Investment.
He has over 27 years industry experience.
He served as Director of Research with Capital Analysts for ten years prior to joining Lincoln Investment in 2012.
He has worked with Vanguard and Rightime Funds.
He earned a degree in Economics from Boston College.
Postes actifs de Chris Surrichio
| Sociétés | Poste | Début |
|---|---|---|
Capital Analysts LLC
 Capital Analysts LLC Investment ManagersFinance Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans. | Gestionnaire de Portefeuille-Actions | 01/06/2012 |
Formation de Chris Surrichio
| Boston College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Capital Analysts LLC
Capital Analysts LLC Investment ManagersFinance Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans. | Finance |
