Jeffrey D'Italia
Gestionnaire de Portefeuille-Actions chez Firstrust Financial Resources LLC
Profil
Mr. Jeffrey D'Italia is a Vice President at Firstrust Financial Resources LLC.
His practice focuses on developing comprehensive financial strategies for individuals and families.
He strives to provide a high level of service and advice on a myriad of financial issues facing his clients.
He also works closely with other members of the FFR team’s small business clients providing employee education and coordinating enrollments in qualified plans.
Mr. D'Italia received his B.S.
in Finance from Pennsylvania State University in State College, Pennsylvania and his M.B.A.
in Finance from St. Joseph’s University in Philadelphia, Pennsylvania.
Postes actifs de Jeffrey D'Italia
| Sociétés | Poste | Début |
|---|---|---|
Firstrust Financial Resources LLC
 Firstrust Financial Resources LLC Investment ManagersFinance Firstrust Financial Resources LLC (FFR), do-business-as Firstrust Financial Advisors, is a SEC-registered investment advisor and wealth management firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 1999 by David Fleisher, Andrew McIlhenny, and Adam Sherman. They are a wholly-owned subsidiary of Firstrust Financial Resources, Inc., ultimately owned by Semperverde Holding Co. FFR offers investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans. | Gestionnaire de Portefeuille-Actions | - |
Formation de Jeffrey D'Italia
| The Pennsylvania State University | Undergraduate Degree |
| St. Joseph's University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Firstrust Financial Resources LLC
Firstrust Financial Resources LLC Investment ManagersFinance Firstrust Financial Resources LLC (FFR), do-business-as Firstrust Financial Advisors, is a SEC-registered investment advisor and wealth management firm headquartered in Conshohocken, Pennsylvania. The firm was founded in 1999 by David Fleisher, Andrew McIlhenny, and Adam Sherman. They are a wholly-owned subsidiary of Firstrust Financial Resources, Inc., ultimately owned by Semperverde Holding Co. FFR offers investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans. | Finance |