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Michael Allen DeSantis
Analyst-Equity chez
Lexaurum Advisors LLC
Profil
Mr. Michael A. DeSantis, CFA MBA, is an Senior Investment Analyst & Trader at Lexaurum Advisors LLC.
Mr. DeSantis was previously employed as a Portfolio Manager by World Class Unlimited, Inc. and an Investment Analyst by VSR Financial Services, Inc.
He graduated from Missouri State University with a Bachelor of Science degree in Finance and a Master of Business Administration degree.
He is a CFA Charterholder.
Postes actifs de Michael Allen DeSantis
| Sociétés | Poste | Début |
|---|---|---|
Lexaurum Advisors LLC
 Lexaurum Advisors LLC Investment ManagersFinance LexAurum manages clients’ investments within their portfolio, based on the clients' investment objectives and risk tolerance. The firm seeks to attempt to reduce risk and volatility by building diversified portfolios in a manner consistent with the tenets of modern portfolio theory. | Analyst-Equity | 01/12/2019 |
Anciens postes connus de Michael Allen DeSantis
| Sociétés | Poste | Fin |
|---|---|---|
World Class Unlimited, Inc. | Corporate Officer/Principal | 01/10/2019 |
VSR Financial Services, Inc.
 VSR Financial Services, Inc. Investment ManagersFinance VSR Financial Services, aka VSR Advisory Services, focuses on long-term strategies and products. The firm's Advisory Representatives provide advice on a variety of investment products including stocks, bonds, mutual funds, ETFs, structured products, managed futures products, and direct participation programs, among others. They offer a variety of stock, bond, and balanced (stock-and-bond) mutual funds from several companies including municipal-bond funds designed to yield maximum tax-exempt income. VSR also offers UITs, which provide diversified portfolios of municipal, public debt, and equity securities. | Corporate Officer/Principal | 01/10/2016 |
Formation de Michael Allen DeSantis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
VSR Financial Services, Inc.
VSR Financial Services, Inc. Investment ManagersFinance VSR Financial Services, aka VSR Advisory Services, focuses on long-term strategies and products. The firm's Advisory Representatives provide advice on a variety of investment products including stocks, bonds, mutual funds, ETFs, structured products, managed futures products, and direct participation programs, among others. They offer a variety of stock, bond, and balanced (stock-and-bond) mutual funds from several companies including municipal-bond funds designed to yield maximum tax-exempt income. VSR also offers UITs, which provide diversified portfolios of municipal, public debt, and equity securities. | Finance |
Missouri State University
 Missouri State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lexaurum Advisors LLC
Lexaurum Advisors LLC Investment ManagersFinance LexAurum manages clients’ investments within their portfolio, based on the clients' investment objectives and risk tolerance. The firm seeks to attempt to reduce risk and volatility by building diversified portfolios in a manner consistent with the tenets of modern portfolio theory. | Finance |
World Class Unlimited, Inc. | Finance |
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