Lino DeAngelis

Gestionnaire de Portefeuille-Actions chez

Alliance Wealth Management Group LLC

51 ans

Finance

Consumer Services

Profil

Mr. Lino DeAngelis is a Wealth Advisor at Alliance Wealth Management Group LLC.
He is responsible for the management of his client’s investment assets and financial planning needs.
He brings over 22 years of comprehensive wealth management experience to AWMG working with affluent clients and endowments.
Mr. DeAngelis was previously employed as a Wealth Manager by ICICI Investment Advisors, a Vice President & Wealth Manager by Global Wealth Management LLC, a Financial Planner by Janney Montgomery Scott LLC, a Wealth Manager by Radnor Financial Advisors, Inc., and a Wealth Manager by Global Investment Management Inc. He received his undergraduate degree from Villanova University and a graduate degree from Bentley University.

Postes actifs de Lino DeAngelis

Sociétés	Poste	Début
Alliance Wealth Management Group LLC Alliance Wealth Management Group LLC Investment ManagersFinance AWMG tailors its advisory services to meet the needs of its individual clients and seeks to ensure, on a continuous basis, that client portfolios are managed in a manner consistent with those needs and objectives. The firm primarily allocates client assets among mutual funds, exchange-traded funds and individual debt and equity securities, in accordance with their stated investment objectives.	Gestionnaire de Portefeuille-Actions	01/03/2021

Tous les postes actifs de Lino DeAngelis

Anciens postes connus de Lino DeAngelis

Sociétés	Poste	Fin
Global Wealth Management LLC Global Wealth Management LLC Investment ManagersFinance GWM employs a combination of fundamental and technical analysis to make asset allocations decisions for its clients. Their portfolios incorporate various asset classes and styles including equities, fixed income, real estate, alternatives, and commodities. The firm uses the ETFs and mutual funds to get the benefits of broad diversification in the US and foreign markets at minimal cost to the client.	Membre du Comité d'Investissement	01/02/2021
ICICI Investment Advisors ICICI Investment Advisors Investment ManagersFinance ICICI Global's investment strategy is based on the principles of asset allocation. Portfolios are mostly invested in ETFs and bond funds, index funds and managed mutual funds (for emerging market investments only). Portfolios are rebalanced according to the client's investment policy either continually using new cash, or semi-annually using existing portfolio investments. The firm offers three types of portfolios: growth, growth & income and income.	Gestionnaire de Portefeuille-Actions	01/04/2010
Global Investment Management Inc Global Investment Management Inc Investment ManagersFinance GVI is a GARP investor that uses a proprietary quantitative quarterly screening of the S&P universe by sector and industry. Their universe consists of the S&P Super composite index. They screen a constituent member company's financial strength through careful balance sheet ratio analyses, and long-term profitability through revenue and earnings growth analyses. They then develop a select list of companies for close monitoring and active consideration for inclusion in the client portfolios and identity attractive securities through dynamic valuation of companies using fundamental ratios such as p/e, cash flow and dividend yield. GVI seeks to buy companies selling at a discount to fair value with an identifiable catalyst to promote appreciation to full valuation. They validate purchases and sales via relative strength of the industry and stock. The firm tends to comply with S&P sector and industry weights. For fixed-income, they primarily invest in short, intermediate and long U.S. Treasury and agency bonds or Treasury and agency bond funds. Cash investments are made in U.S. Treasury bills or higher yielding money market funds, pending equity or fixed-income investments.	Gestionnaire de Portefeuille-Actions	31/12/2007
Janney Montgomery Scott LLC Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
Radnor Financial Advisors LLC Radnor Financial Advisors LLC Investment ManagersFinance Radnor Financial Advisors blends a client’s personal investment information with the firm’s investment process to build an appropriate investment strategy. The firm’s approach is a multi-asset, multi-manager investment process based on asset allocation, diversification within asset classes, selection of individual managers (and their benchmarks), and continuous portfolio monitoring and management. Investment implementation is enacted through a variety of vehicles, but primarily mutual funds and exchange traded funds.	Corporate Officer/Principal	31/12/2004

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Entreprise privées	8
Global Investment Management Inc Global Investment Management Inc Investment ManagersFinance GVI is a GARP investor that uses a proprietary quantitative quarterly screening of the S&P universe by sector and industry. Their universe consists of the S&P Super composite index. They screen a constituent member company's financial strength through careful balance sheet ratio analyses, and long-term profitability through revenue and earnings growth analyses. They then develop a select list of companies for close monitoring and active consideration for inclusion in the client portfolios and identity attractive securities through dynamic valuation of companies using fundamental ratios such as p/e, cash flow and dividend yield. GVI seeks to buy companies selling at a discount to fair value with an identifiable catalyst to promote appreciation to full valuation. They validate purchases and sales via relative strength of the industry and stock. The firm tends to comply with S&P sector and industry weights. For fixed-income, they primarily invest in short, intermediate and long U.S. Treasury and agency bonds or Treasury and agency bond funds. Cash investments are made in U.S. Treasury bills or higher yielding money market funds, pending equity or fixed-income investments.	Finance
Janney Montgomery Scott LLC Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Bentley University Bentley University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Villanova University Villanova University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
ICICI Investment Advisors ICICI Investment Advisors Investment ManagersFinance ICICI Global's investment strategy is based on the principles of asset allocation. Portfolios are mostly invested in ETFs and bond funds, index funds and managed mutual funds (for emerging market investments only). Portfolios are rebalanced according to the client's investment policy either continually using new cash, or semi-annually using existing portfolio investments. The firm offers three types of portfolios: growth, growth & income and income.	Finance
Radnor Financial Advisors LLC Radnor Financial Advisors LLC Investment ManagersFinance Radnor Financial Advisors blends a client’s personal investment information with the firm’s investment process to build an appropriate investment strategy. The firm’s approach is a multi-asset, multi-manager investment process based on asset allocation, diversification within asset classes, selection of individual managers (and their benchmarks), and continuous portfolio monitoring and management. Investment implementation is enacted through a variety of vehicles, but primarily mutual funds and exchange traded funds.	Finance
Global Wealth Management LLC Global Wealth Management LLC Investment ManagersFinance GWM employs a combination of fundamental and technical analysis to make asset allocations decisions for its clients. Their portfolios incorporate various asset classes and styles including equities, fixed income, real estate, alternatives, and commodities. The firm uses the ETFs and mutual funds to get the benefits of broad diversification in the US and foreign markets at minimal cost to the client.	Finance
Alliance Wealth Management Group LLC Alliance Wealth Management Group LLC Investment ManagersFinance AWMG tailors its advisory services to meet the needs of its individual clients and seeks to ensure, on a continuous basis, that client portfolios are managed in a manner consistent with those needs and objectives. The firm primarily allocates client assets among mutual funds, exchange-traded funds and individual debt and equity securities, in accordance with their stated investment objectives.	Finance