Jeffrey D'Italia

Gestionnaire de Portefeuille-Actions chez

Firstrust Financial Resources LLC

Consumer Services

Finance

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 FFR adheres to defensive and diversified approach, with a greater emphasis on downside capture than upside capture. The firm focuses on managing overall portfolio volatility and generating favorable risk-adjusted returns. They primarily use general asset allocation strategies in advising its clients on investment option. Strategies and advice varies depending on each client's specific financial situation.	Gestionnaire de Portefeuille-Actions	-

Tous les postes actifs de Jeffrey D'Italia

Formation de Jeffrey D'Italia

Expériences
Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Voir l'expérience en détail de Jeffrey D'Italia

Relations

Relations au 1er degré

Entreprises liées au 1er degré

Homme

Femme

Administrateurs

Exécutifs

Voir le réseau personnel

Sociétés liées

Entreprise privées	3
The Pennsylvania State University The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
St. Joseph's University St. Joseph's University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Firstrust Financial Resources LLC Firstrust Financial Resources LLC Investment ManagersFinance FFR adheres to defensive and diversified approach, with a greater emphasis on downside capture than upside capture. The firm focuses on managing overall portfolio volatility and generating favorable risk-adjusted returns. They primarily use general asset allocation strategies in advising its clients on investment option. Strategies and advice varies depending on each client's specific financial situation.	Finance