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Profil
Mr. Nelson A. Garcia is Co-Founder, Senior Managing Director & Partner at AmericaVest Financial LLC.
Prior to co-founding AmericaVest Financial in 2006, Mr. Garcia was employed as Managing Member by Americavest Capital Management LLC, Vice President by Legend Merchant Group, Inc., Registered Representative by Janney Montgomery Scott LLC, Financial Advisor by J.B. Hanauer & Co., a Trader by Garban Corporates LLC, and a Principal by Glickenhaus & Co.
Mr. Garcia received his BS in Finance from Fairleigh Dickinson University.
He also took an ACI Program from University of Vermont.
Anciens postes connus de Nelson A. Garcia
| Sociétés | Poste | Fin |
|---|---|---|
Americavest Capital Management LLC
 Americavest Capital Management LLC Investment ManagersFinance AmericaVest Capital Management focuses on investments in distressed mortgages. The firm analyzes mortgage loans, mortgage-backed securities and related hedging vehicles in construct portfolios that target absolute returns and outperformance of the equity and bond markets, with low volatility | Corporate Officer/Principal | 01/03/2009 |
Legend Merchant Group, Inc.
 Legend Merchant Group, Inc. Investment ManagersFinance Legend Merchant Group works to develop an investment strategy consistent with each individual client’s investment objectives, financial and tax status, risk tolerance and time horizon. The firm does not employ a particular type of advisory service or specialize in a particular type of advisory service. However, Legend generally seeks to identify and invest in undervalued micro-cap stocks. Strategies used to implement investment advice include long-term purchases, short term purchases, trading, short sales, margin transactions, and option writing. The firm utilizes the following types of investments: equity securities, including exchange listed securities, securities traded over-the-counter and foreign issuers; warrants; corporate debt securities; municipal securities; and mutual fund shares. | Corporate Officer/Principal | - |
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/2006 |
J.B. Hanauer & Co.
 J.B. Hanauer & Co. Investment Banks/BrokersFinance Provides security brokerage services | Corporate Officer/Principal | 01/01/2004 |
TP ICAP Global Markets Americas LLC
 TP ICAP Global Markets Americas LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/12/1998 |
Formation de Nelson A. Garcia
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Inactives
Sociétés cotées
Entreprise privées
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81
Relations au 1er degré
8
Entreprises liées au 1er degré
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| Entreprise privées | 8 |
|---|---|
Glickenhaus & Co.
 Glickenhaus & Co. Investment ManagersFinance GC specializes in management of equity, balanced and fixed-income portfolios. The guiding tenet of GC's investment philosophy is risk consciousness in both equity and fixed income portfolio management. They believe their first obligation is the preservation of the future purchasing power of their clients' capital. The investment decision-making process at GC is bottom-up, focusing on fundamental research that begins with intensive accounting validation. They believe the key to successful portfolio management is prompt implementation of investment decisions once due diligence on companies has been conducted. Each portfolio manager has primary responsibility for and knowledge of a group of clients. The firm emphasizes value when analyzing a potential investment, seeking to identify securities trading below their intrinsic worth. When selecting individual securities, GC's risk conscious philosophy is characterized by price sensitivity and the continuing search for the best relative value among securities given prevailing and anticipated trends within the economy and capital markets. When they are less than positive about the equity market, they will periodically use fixed-income securities, convertible issues and cash equivalents as alternatives to common stocks. Generally, their cash position is a residual of investment ideas rather than a conscious effort to time the market. The stocks they purchase tend to exhibit common characteristics, including relatively low p/e ratios, low price-to-book value, high earnings-per-share growth, excess cash flow, solid balance sheets and high ROE. GC's sell decisions are a function of risk versus reward for a particular issue and relates to the degree to which the expectations that supported its original purchase have been realized, in terms of both the company's operating results and the price of its stock in the marketplace. Likewise, the flow of new ideas serves as a natural 'weeding out' process for older holdings that have realized a substantial portion of their potential. A stock may be sold for any of the following reasons: ongoing evaluation of a stock's fundamentals proves disappointing, the stock achieves the firm's price objective or the stock's price increases substantially in a short period, thus making the risk/reward relationship unfavorable. The firm will also sell if alternative investment ideas are deemed more attractive than the least attractive current holding. The portfolio manager/analyst responsible for a specific issue determines when it is appropriate to sell a holding and informs all portfolio managers immediately. | Finance |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Fairleigh Dickinson University
 Fairleigh Dickinson University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Legend Merchant Group, Inc.
Legend Merchant Group, Inc. Investment ManagersFinance Legend Merchant Group works to develop an investment strategy consistent with each individual client’s investment objectives, financial and tax status, risk tolerance and time horizon. The firm does not employ a particular type of advisory service or specialize in a particular type of advisory service. However, Legend generally seeks to identify and invest in undervalued micro-cap stocks. Strategies used to implement investment advice include long-term purchases, short term purchases, trading, short sales, margin transactions, and option writing. The firm utilizes the following types of investments: equity securities, including exchange listed securities, securities traded over-the-counter and foreign issuers; warrants; corporate debt securities; municipal securities; and mutual fund shares. | Finance |
Americavest Capital Management LLC
Americavest Capital Management LLC Investment ManagersFinance AmericaVest Capital Management focuses on investments in distressed mortgages. The firm analyzes mortgage loans, mortgage-backed securities and related hedging vehicles in construct portfolios that target absolute returns and outperformance of the equity and bond markets, with low volatility | Finance |
J.B. Hanauer & Co.
J.B. Hanauer & Co. Investment Banks/BrokersFinance Provides security brokerage services | Finance |
TP ICAP Global Markets Americas LLC
TP ICAP Global Markets Americas LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
AmericaVest Financial LLC
 AmericaVest Financial LLC Investment ManagersFinance AmericaVest Financial's primary objective is to grow and preserve their clients' capital. The firm manages assets for private and institutional clients on a fully discretionary basis. They employ advanced analytical tools to conduct capital market and fund management research which they use to turn global investment insights into efficient portfolios which are customized to meet each client's long-term or short-term goals and risk sensitivity. AmericaVest offers a comprehensive range of products and services including: (1) mutual fund advisory programs (2) ActivePassive Portfolios (3) separate account programs (4) unified managed accounts (5) fixed and variable annuities (6) ETFs (7) offshore funds (8) alternative investments and (9) hedge funds. AmericaVest offers a highly customizable mutual fund advisory program. This program allows clients to develop the optimal asset-allocation strategy, ensuring that investments are well-diversified and balanced. Changes and trends in the markets are monitored and holdings are adjusted accordingly. AmericaVest uses professional money management advisors, to allow clients to: (1) select or define asset their allocation strategy (2) select or define and place restrictions on the mutual fund universe (3) choose from the entire mutual fund universe available through the custodian and/or (4) provide rebalancing and variance tracking to their accounts to stay on track. The firm's separate account solution offers clients: (1) access to world-class investment managers (2) a rigorous investment due-diligence process and (3) sophisticated, timely research support and investment services. In addition, AmericaVest offers ActivePassive Portfolios. Each portfolio is comprised of a family of mutual funds, which are invested in a blend of actively and passively managed strategies, with the objective of gaining the benefits and minimizing the challenges of each. These investment models provide a comprehensive solution for clients with varying risk profiles, ranging from aggressive to conservative. AmericaVest's Unified Managed Account Platform (UMA) is a turnkey unified managed account program. The AmericaVest UMA combines multiple affiliated products in one core account including: (1) multiple investment products including separate accounts and mutual funds (2) multiple investment styles and investment managers available within numerous model portfolios, standard and tax-sensitive asset allocation models (3) an overlay management process in which one objective overlay team aggregates investment decisions and acts on individual customer needs (4) portfolio customization options and tax management opportunities and (5) consolidated reporting and comprehensive asset allocation. AmericaVest also offers innovative variable annuity products that have the ability to include a wider range of taxable investments and tax-deferred annuity products within a consolidated portfolio. AmericaVest's investment solutions include a number of ETF program offerings. These offerings provide: (1) the trading flexibility of individual stocks, with the diversification and low expense benefits of index funds (2) an additional investment choice in model portfolios or included as an option in the rep-managed programs and (3) integration with AmericaVest's mutual fund wrap program. AmericaVest runs a number of investment management programs that invest in offshore mutual funds from an array of well-known fund families. These programs offer a variety of investment funds designed specifically for non-citizens and non-residents of the US. AmericaVest also offers clients access to a range of alternative investments, including funds-of-funds. | Finance |
