![David Joseph Cariani](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
David Joseph Cariani worked as the Chief Investment Officer & Managing Director at Reilly Financial Advisors LLC from 2013 to 2019.
Prior to that, he was the CFO & Portfolio Manager at ValueVest Management Co. LLC from 1997 to 2008.
He also worked as the Co-Chief Investment Officer at CCG Wealth Management LLC from 2019 to 2022.
Cariani received his undergraduate degree from the University of California, Los Angeles in 1992.
Anciens postes connus de David Joseph Cariani
| Sociétés | Poste | Fin |
|---|---|---|
CCG Wealth Management LLC
 CCG Wealth Management LLC Investment ManagersFinance Centura utilizes a variety of methods of analysis and investment strategies when formulating investment advice or managing assets. Their investment philosophy is centered on achieving the best absolute returns given a range of likely outcomes. The firm achieves this through passive investment management, and offering a unique set of alternative investments that can bring excess return to a client’s portfolio of holdings. | Directeur en chef des Investissements | 01/12/2022 |
Reilly Financial Advisors LLC
 Reilly Financial Advisors LLC Investment ManagersFinance RFA builds personalized stock and bond portfolios efficiently and cost-effectively provide clients with a variety of risk-weighted portfolio options, coordinated into one portfolio, while adhering to fundamental asset allocation. The firm’s in-house research and analysis team monitors portfolio holdings each and every day, focusing on and carrying out the critical strategies and tasks outlined below. | Directeur en chef des Investissements | 01/02/2019 |
ValueVest Management Co. LLC | Directeur Financier/CFO | 01/12/2008 |
Formation de David Joseph Cariani
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
92
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
ValueVest Management Co. LLC | |
Reilly Financial Advisors LLC
Reilly Financial Advisors LLC Investment ManagersFinance RFA builds personalized stock and bond portfolios efficiently and cost-effectively provide clients with a variety of risk-weighted portfolio options, coordinated into one portfolio, while adhering to fundamental asset allocation. The firm’s in-house research and analysis team monitors portfolio holdings each and every day, focusing on and carrying out the critical strategies and tasks outlined below. | Finance |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CCG Wealth Management LLC
CCG Wealth Management LLC Investment ManagersFinance Centura utilizes a variety of methods of analysis and investment strategies when formulating investment advice or managing assets. Their investment philosophy is centered on achieving the best absolute returns given a range of likely outcomes. The firm achieves this through passive investment management, and offering a unique set of alternative investments that can bring excess return to a client’s portfolio of holdings. | Finance |
