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Paulo A. Coelho
Plus aucun poste en cours
Profil
Mr. Paulo A. Coelho is Vice President & Financial Advisor at Evercore Wealth Management LLC.
Mr. Coelho was previously employed as Investment Management Associate by Convergent Wealth Advisors LLC, a Principal by Ipreo Holdings LLC, and a Senior Analyst by Thomson Reuters Corp.
He received his undergraduate degree from Lafayette College.
Anciens postes connus de Paulo A. Coelho
| Sociétés | Poste | Fin |
|---|---|---|
Convergent Wealth Advisors LLC
 Convergent Wealth Advisors LLC Investment ManagersFinance Convergent Wealth Advisors' investment philosophy focuses on strategic asset allocation and diversification and unbiased, open architecture investing. The firm employs quantitative and qualitative analysis in their selection of investment managers. In addition to traditional investments, Convergent offers access to alternative investments including private equity and real estate. The firm assists clients in determining their investment needs and objectives, as well as risk tolerance, through the use of an asset optimization model for asset allocation and research on investments and investment managers. After the client’s asset classes have been determined, Convergent's advisory team recommends managers and/or products that have been evaluated by the Investment Strategy Group (ISG), Convergent’s research group. The recommended strategies are based on the client’s goals, investment objectives, risk tolerance, and cash flow needs, which are documented in an Investment Policy Statement and reviewed periodically. Convergent implements the allocation into appropriate mutual funds, ETFs, private investment funds (including private equity funds), and/or investment managers within each asset class that meet the client’s individual requirements. Convergent does not recommend individual company stocks and bonds. | Analyst-Equity | 22/09/2010 |
| THOMSON REUTERS CORPORATION | Corporate Officer/Principal | - |
Ipreo Holdings LLC
 Ipreo Holdings LLC Packaged SoftwareTechnology Services Provides market intelligence, deal execution platforms and investor communication solutions | Corporate Officer/Principal | - |
Formation de Paulo A. Coelho
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
65
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Lafayette College
 Lafayette College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Ipreo Holdings LLC
Ipreo Holdings LLC Packaged SoftwareTechnology Services Provides market intelligence, deal execution platforms and investor communication solutions | Technology Services |
Convergent Wealth Advisors LLC
Convergent Wealth Advisors LLC Investment ManagersFinance Convergent Wealth Advisors' investment philosophy focuses on strategic asset allocation and diversification and unbiased, open architecture investing. The firm employs quantitative and qualitative analysis in their selection of investment managers. In addition to traditional investments, Convergent offers access to alternative investments including private equity and real estate. The firm assists clients in determining their investment needs and objectives, as well as risk tolerance, through the use of an asset optimization model for asset allocation and research on investments and investment managers. After the client’s asset classes have been determined, Convergent's advisory team recommends managers and/or products that have been evaluated by the Investment Strategy Group (ISG), Convergent’s research group. The recommended strategies are based on the client’s goals, investment objectives, risk tolerance, and cash flow needs, which are documented in an Investment Policy Statement and reviewed periodically. Convergent implements the allocation into appropriate mutual funds, ETFs, private investment funds (including private equity funds), and/or investment managers within each asset class that meet the client’s individual requirements. Convergent does not recommend individual company stocks and bonds. | Finance |
Thomson Reuters Corp.
 Thomson Reuters Corp. Internet Software/ServicesTechnology Services Operates as a content-driven technology company that provides professionals to navigate legal, tax, accounting, compliance, government, and media environments | Technology Services |
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