![Enrique Vasquez](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>)
Enrique Vasquez
Directeur/Membre du Conseil chez
Morningstar Funds Trust
Profil
Enrique Martin Vasquez currently works at Morningstar Funds Trust, as Independent Trustees.
Mr. Vasquez also formerly worked at Legend Advisory LLC, as Chief Executive Officer, Cetera Financial Specialists LLC, as President & Chief Executive Officer, Avantax Wealth Management, Inc., as Co-President, CEO, Secretary & Director, GE Financial Assurance Holdings LLC, as Vice President-Business Development from 2000 to 2004, Avantax, Inc., as President-Wealth Management from 2019 to 2020, Cetera Financial Group, Inc., as Member from 2004 to 2016, Carebuilders At Home, Inc., as President from 2016 to 2019, and H.D.
Vest, Inc., as President.
Mr. Vasquez received his undergraduate degree in 1987 from Kean University and Masters Business Admin degree from Gabelli School of Business.
Postes actifs de Enrique Vasquez
| Sociétés | Poste | Début |
|---|---|---|
Morningstar Funds Trust
 Morningstar Funds Trust Investment Trusts/Mutual FundsMiscellaneous Operates as open-end management investment company | Directeur/Membre du Conseil | - |
Anciens postes connus de Enrique Vasquez
| Sociétés | Poste | Fin |
|---|---|---|
Carebuilders At Home, Inc.
 Carebuilders At Home, Inc. Medical/Nursing ServicesHealth Services Provides home healthcare services | President | 01/01/2019 |
Cetera Financial Group, Inc.
 Cetera Financial Group, Inc. Investment ManagersFinance Provides financial planning and wealth management services | Corporate Officer/Principal | 01/01/2016 |
GE Financial Assurance Holdings LLC
 GE Financial Assurance Holdings LLC Insurance Brokers/ServicesFinance Sells insurance and investment-related products | Corporate Officer/Principal | 01/01/2004 |
Avantax Wealth Management, Inc.
 Avantax Wealth Management, Inc. Investment ManagersFinance Provides wealth management services | Directeur Général | - |
H.D. Vest, Inc.
 H.D. Vest, Inc. Investment ManagersFinance Provides investment and financial advisory & brokerage services to retail investors through tax professionals | President | - |
Formation de Enrique Vasquez
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
33
Relations au 1er degré
11
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 11 |
|---|---|
GE Financial Assurance Holdings LLC
GE Financial Assurance Holdings LLC Insurance Brokers/ServicesFinance Sells insurance and investment-related products | Finance |
Avantax, Inc.
 Avantax, Inc. Investment ManagersFinance Provides wealth management and tax planning services | Finance |
Legend Advisory LLC
 Legend Advisory LLC Investment ManagersFinance Legend Advisory's programs provide built-in diversification, asset allocation techniques, professional investment selection and ongoing investment management through actively managed portfolios. The portfolios are monitored regularly and reallocated as deemed necessary in an attempt to capitalize on potential market opportunities. The firm offers Defensive, Risk Adjusted and Income Generating portfolios. These portfolios include fixed income, conservative, balanced, total return, appreciation, growth, managed income and absolute return. Legend Advisory employs a mixture of quantitative and fundamental methods in the management of our portfolios. Their investment discipline incorporates proprietary artificial intelligence technology to provide investment recommendations for their mutual fund asset allocation programs. Legend Advisory utilizes a mixture of fundamental and computer-generated analysis (in the form of neural networks) to develop asset allocation recommendations for a variety of model portfolios. Legend Advisory diversifies clients' assets in accordance with the objective(s) of each model portfolio. | Finance |
H.D. Vest, Inc.
H.D. Vest, Inc. Investment ManagersFinance Provides investment and financial advisory & brokerage services to retail investors through tax professionals | Finance |
Kean University
 Kean University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cetera Financial Group, Inc.
Cetera Financial Group, Inc. Investment ManagersFinance Provides financial planning and wealth management services | Finance |
Cetera Financial Specialists LLC
 Cetera Financial Specialists LLC Miscellaneous Commercial ServicesCommercial Services Provides tax and accounting financial services | Commercial Services |
Gabelli School of Business
 Gabelli School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Carebuilders At Home, Inc.
Carebuilders At Home, Inc. Medical/Nursing ServicesHealth Services Provides home healthcare services | Health Services |
Morningstar Funds Trust
Morningstar Funds Trust Investment Trusts/Mutual FundsMiscellaneous Operates as open-end management investment company | Miscellaneous |
Avantax Wealth Management, Inc.
Avantax Wealth Management, Inc. Investment ManagersFinance Provides wealth management services | Finance |
