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Serafin Aquino
Director of Investments chez
Oppenheimer & Co., Inc. (Wealth Management)
Finance
Profil
Serafin Paed Aquino is currently Financial Advisor & Senior Director of Investments at Oppenheimer & Co., Inc. (Wealth Management) since 2025.
Formerly, Mr. Aquino was Director of Investments at Oppenheimer Asset Management, Inc.
Postes actifs de Serafin Aquino
| Sociétés | Poste | Début |
|---|---|---|
Oppenheimer & Co., Inc. (Wealth Management)
 Oppenheimer & Co., Inc. (Wealth Management) Investment ManagersFinance Oppenheimer & Co.'s primary investment strategies include strategic asset allocation and tactical asset allocation. Equity, balanced and fixed-income investments may be recommended along with value, growth and momentum investing strategies. | Director of Investments | 01/10/2006 |
Anciens postes connus de Serafin Aquino
| Sociétés | Poste | Fin |
|---|---|---|
Oppenheimer Asset Management, Inc.
 Oppenheimer Asset Management, Inc. Investment ManagersFinance OAM uses a third-party risk model providers and an attribution to examine portfolio characteristics and risk exposure of a manager’s historical portfolio holdings. The firm focuses both on active portfolio management that utilizes both a top-down/bottom-up style emphasizing security selection and value investing. | Director of Investments | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
14
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Oppenheimer Asset Management, Inc.
Oppenheimer Asset Management, Inc. Investment ManagersFinance OAM uses a third-party risk model providers and an attribution to examine portfolio characteristics and risk exposure of a manager’s historical portfolio holdings. The firm focuses both on active portfolio management that utilizes both a top-down/bottom-up style emphasizing security selection and value investing. | Finance |
Oppenheimer & Co., Inc. (Wealth Management)
Oppenheimer & Co., Inc. (Wealth Management) Investment ManagersFinance Oppenheimer & Co.'s primary investment strategies include strategic asset allocation and tactical asset allocation. Equity, balanced and fixed-income investments may be recommended along with value, growth and momentum investing strategies. | Finance |
