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Mark Joseph Kavaloski
Directeur Général chez
AmeriTrust Capital Management Ltd.
Profil
Mr. Mark J.
Kavaloski is a President & Chief Executive Officer at AmeriTrust Capital Management Ltd. He is also a Senior Portfolio Manager, where he provides specific recommendations to clients regarding investment portfolio and financial planning needs.
His experience of more than two decades in trust administration and portfolio management provides invaluable insight in serving clients.
Prior to founding the firm, Mr. Kavaloski served clients as a Trust Officer for Bank of America, Wells Fargo and Sanwa Bank.
He received his Bachelor of Arts in Business Administration from Loyola Marymount University.
He then went on to earn his Masters of Business Administration from California State University, Los Angeles.
He is an associate member of the CFA Institute and the National Association of Personal Financial Advisors (NAPFA).
Postes actifs de Mark Joseph Kavaloski
| Sociétés | Poste | Début |
|---|---|---|
AmeriTrust Capital Management Ltd.
 AmeriTrust Capital Management Ltd. Investment ManagersFinance AmeriTrust primarily focuses on fundamental analysis for individual security analysis but may apply some technical analysis in their research process. The firm maintains a stock universe of 200 issues, which are further delineated into core, focused, high-growth, and supervised subgroups. Some of the criteria that they use to evaluate companies include a company’s market share, gross margins, international presence, debt coverage, price earnings growth, and the possession of key technologies that separate them from their peers. AmeriTrust also maintains spreadsheets containing lists of approved ETFs and ETNs and mutual funds with information detailing such items as expense ratios, performance, yield, and assets under management. | Directeur Général | 01/01/1998 |
Anciens postes connus de Mark Joseph Kavaloski
| Sociétés | Poste | Fin |
|---|---|---|
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | - |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Corporate Officer/Principal | - |
Sanwa Bank Ltd.
 Sanwa Bank Ltd. Major BanksFinance Operates as a major bank | Corporate Officer/Principal | - |
Formation de Mark Joseph Kavaloski
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
1
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Bank of America Corp.
 Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
AmeriTrust Capital Management Ltd.
AmeriTrust Capital Management Ltd. Investment ManagersFinance AmeriTrust primarily focuses on fundamental analysis for individual security analysis but may apply some technical analysis in their research process. The firm maintains a stock universe of 200 issues, which are further delineated into core, focused, high-growth, and supervised subgroups. Some of the criteria that they use to evaluate companies include a company’s market share, gross margins, international presence, debt coverage, price earnings growth, and the possession of key technologies that separate them from their peers. AmeriTrust also maintains spreadsheets containing lists of approved ETFs and ETNs and mutual funds with information detailing such items as expense ratios, performance, yield, and assets under management. | Finance |
Sanwa Bank Ltd.
Sanwa Bank Ltd. Major BanksFinance Operates as a major bank | Finance |
California State University-Los Angeles
 California State University-Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Loyola Marymount University
 Loyola Marymount University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Finance |
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