Mike Passalinqua

Gestionnaire de Portefeuille-Actions chez

CapFinancial Partners LLC

Finance

Consumer Services

Profil

Mr. Michael J.
Passalinqua is a Vice President & Financial Advisor at CapFinancial Partners LLC.
He has over 25 years of financial advisory experience, he has focused his career on helping clients achieve their financial goals.
He guides clients through retirement, estate, income tax, and investment planning.
He also assists municipalities and educational institutions with the efficient and effective management of their retirement plans, endowments, and other investment accounts.
Mr. Passalinqua was previously employed as an Executive Vice President by Private Wealth Advisors, Inc. and a Financial Planning by Hefren-Tillotson, Inc. He is a graduate of Grove City College, where he received a Bachelor of Arts degree in financial planning and business administration.

Postes actifs de Mike Passalinqua

Sociétés	Poste	Début
CapFinancial Partners LLC CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate.	Gestionnaire de Portefeuille-Actions	01/01/2021

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Anciens postes connus de Mike Passalinqua

Sociétés	Poste	Fin
Hefren-Tillotson, Inc. Hefren-Tillotson, Inc. Investment ManagersFinance HT employs a conservative, long-term approach in the management of client assets. The firm seeks to establish and maintain each client’s portfolio with long-term strategic ranges for each asset class and market sector according to the individual needs and objectives of the client.	Corporate Officer/Principal	01/12/1999
Private Wealth Advisors, Inc. Private Wealth Advisors, Inc. Investment ManagersFinance Private Wealth Advisors (PWA) employs both value and growth investment styles for their client's managed portfolios. The firm uses both fundamental research and technical analysis to select investments. After establishing the appropriate asset class mix for each client, they utilize a variety of instruments including individual securities, index funds and actively-managed mutual funds. PWA may also employ a variety of alternative investment products. For individually managed bond portfolios, the firm researches the spectrum of fixed-income investments including municipal securities, government and agency securities, corporate securities, preferred securities and high yield securities.	Membre du Comité d'Investissement	-

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Entreprise privées	4
Hefren-Tillotson, Inc. Hefren-Tillotson, Inc. Investment ManagersFinance HT employs a conservative, long-term approach in the management of client assets. The firm seeks to establish and maintain each client’s portfolio with long-term strategic ranges for each asset class and market sector according to the individual needs and objectives of the client.	Finance
Private Wealth Advisors, Inc. Private Wealth Advisors, Inc. Investment ManagersFinance Private Wealth Advisors (PWA) employs both value and growth investment styles for their client's managed portfolios. The firm uses both fundamental research and technical analysis to select investments. After establishing the appropriate asset class mix for each client, they utilize a variety of instruments including individual securities, index funds and actively-managed mutual funds. PWA may also employ a variety of alternative investment products. For individually managed bond portfolios, the firm researches the spectrum of fixed-income investments including municipal securities, government and agency securities, corporate securities, preferred securities and high yield securities.	Finance
Grove City College Grove City College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
CapFinancial Partners LLC CapFinancial Partners LLC Investment ManagersFinance CAPTRUST determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. The firm utilizes both a risk-based and outcomes-based approach to asset allocation. They allocate client portfolios in the following asset classes: US Equities, International Equities, Fixed Income, Alternative Investments, Commodities and Real Estate.	Finance