Profil
Mr. Joseph N.
Evangelista is a Director of Investment Research & Trading at Wingate Wealth Advisors, Inc. He is also a Portfolio Manager.
Mr. Evangelista has over 20 years of investment experience, he is responsible for the ongoing review of all client investment portfolios.
He leads the Investment Committee and heads up our investment research department.
Joe prepares portfolio analyses, reviews asset allocation and manager selection, and designs investment portfolios for clients.
Mr. Evangelista is also responsible for all our client portfolio rebalancing and trading.
He received his JD from Suffolk University Law School with honors.
Prior to that he graduated from Boston College with a BS in Accounting.
Postes actifs de Joseph Nicola Evangelista
| Sociétés | Poste | Début |
|---|---|---|
Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. Investment ManagersFinance Wingate Wealth Advisors encompasses investment outlook, asset allocations, fund selections, asset allocation risks, and general investment risks. | Directeur de la Recherche - Actions | - |
Formation de Joseph Nicola Evangelista
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 3 |
|---|---|
Boston College
Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. Investment ManagersFinance Wingate Wealth Advisors encompasses investment outlook, asset allocations, fund selections, asset allocation risks, and general investment risks. | Finance |
Suffolk University Law School
Suffolk University Law School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















