![Pete Trontis](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Pete Trontis
Gestionnaire de Portefeuille-Actions chez
Exencial Wealth Advisors LLC
Profil
Mr. Pete Trontis, CFA MBA, is a Partner & Senior Portfolio Manager at Exencial Wealth Advisors LLC.
Prior to joining Willingdon, he was a research analyst for Horizon Investments where he focused on global equity research and supported the firm’s trading and performance reporting operations.
Prior to Horizon Investments, He was a Market Risk analyst for Wells Fargo Securities.
He began his career as an analyst for Liquid Credit Products at Bank of America.
He holds a BS in Finance and a BS in Economics from DePaul University where he graduated cum laude.
He also holds an MBA from Duke University where he graduated in the top 10 percent of his class and was designated a Fuqua scholar.
He is a CFA charterholder and a member of the CFA Society of North Carolina.
Postes actifs de Pete Trontis
| Sociétés | Poste | Début |
|---|---|---|
Exencial Wealth Advisors LLC
 Exencial Wealth Advisors LLC Investment ManagersFinance Exencial is a value investor which builds customized portfolios with individual stocks and bonds, mutual funds or ETFs. The firm employs fundamental analysis to evaluate an investment’s price, its expected income and returns, and applicable risks by analyzing the current market prices and/or expected return for broad asset classes such as bonds, real estate and stocks. The figures for each asset class are then compared to the figures of other asset classes. | Gestionnaire de Portefeuille-Actions | 01/06/2017 |
Anciens postes connus de Pete Trontis
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Bank of America NA (New York Branch)
 Bank of America NA (New York Branch) Major BanksFinance Commercial banking branch office | Corporate Officer/Principal | - |
Horizon Investments LLC
 Horizon Investments LLC Investment ManagersFinance Horizon Investments build goals-based investment strategies, develop modern planning tools, and conduct investment research to empower financial advisors to help their clients achieve their individual, real-world financial goals. Their active asset allocation investment process seeks to add incremental return and reduce risk through active investment decisions. The firm employs a top-down, macro view of financial markets. | Analyst-Equity | - |
Formation de Pete Trontis
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Horizon Investments LLC
Horizon Investments LLC Investment ManagersFinance Horizon Investments build goals-based investment strategies, develop modern planning tools, and conduct investment research to empower financial advisors to help their clients achieve their individual, real-world financial goals. Their active asset allocation investment process seeks to add incremental return and reduce risk through active investment decisions. The firm employs a top-down, macro view of financial markets. | Finance |
DePaul University
 DePaul University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America NA (New York Branch)
Bank of America NA (New York Branch) Major BanksFinance Commercial banking branch office | Finance |
Wells Fargo Securities LLC
Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial is a value investor which builds customized portfolios with individual stocks and bonds, mutual funds or ETFs. The firm employs fundamental analysis to evaluate an investment’s price, its expected income and returns, and applicable risks by analyzing the current market prices and/or expected return for broad asset classes such as bonds, real estate and stocks. The figures for each asset class are then compared to the figures of other asset classes. | Finance |
