Vincent Joseph Stefano
Gestionnaire de Portefeuille-Actions chez Wolff Wiese Magana LLC
Profil
Mr. Vincent J.
Stefano is a Portfolio Manager & Wealth Advisor at Wolff Wiese Magana LLC.
Mr. Stefano is primarily responsible for managing client assets in the firm’s New Innovations Portfolio, adhering to a disciplined investment process with risk management controls.
Prior to joining WWM Financial in January 2013, he had worked for Crowell Weedon.
Mr. Stefano has worked in the Financial Services industry since 1983 and has been actively managing growth stock portfolios on a discretionary basis since 1992 as President of Fred Alger Asset Management in San Francisco.
Throughout his career as a buy-side equity analyst and portfolio manager, Mr. Stefano has focused on New Innovation companies, predominantly smaller to mid-capitalization in size with a strong bias toward healthcare, technology and retail.
In 1999 as a founding Principal / Portfolio Manager of Viewpoint Investment Partners, he was responsible for managing and growing assets under management in addition to developing numerous risk management tools for the firm’s long/short limited partnerships.
Mr. Stefano received his Bachelor of Arts in History from Canisius College in 1978.
Postes actifs de Vincent Joseph Stefano
| Sociétés | Poste | Début |
|---|---|---|
Wolff Wiese Magana LLC
 Wolff Wiese Magana LLC Investment ManagersFinance Wolff Wiese Magana LLC (dba WWM Financial) is an independent, SEC-registered investment advisor headquartered in Carlsbad, California. Founded in 1983, the firm provides individuals and other types of clients with a wide array of investment advisory services. | Gestionnaire de Portefeuille-Actions | 01/01/2013 |
Anciens postes connus de Vincent Joseph Stefano
| Sociétés | Poste | Fin |
|---|---|---|
Aero Asset Management LLC
 Aero Asset Management LLC Investment ManagersFinance Founded in 2010, Aero Asset Management LLC is a registered investment advisor located in San Diego, California. The firm is a subsidiary of Aero Financial, Inc., a holding company that provides financial, real estate, asset management and consulting services. Aero Asset Management provides investment services primarily to insurance companies, including mutual funds. The firm manages the Aero New Innovations Fund, an open-end mutual fund. | Directeur en chef des Investissements | 01/12/2010 |
Viewpoint Investment Partners
 Viewpoint Investment Partners Investment ManagersFinance Viewpoint Investment Partners is a hedge fund manager located in Encinitas, California. They manage the Viewpoint Investment Partners Fund II LP | Analyst-Equity | - |
Formation de Vincent Joseph Stefano
| Canisius College | Undergraduate Degree |
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Viewpoint Investment Partners
Viewpoint Investment Partners Investment ManagersFinance Viewpoint Investment Partners is a hedge fund manager located in Encinitas, California. They manage the Viewpoint Investment Partners Fund II LP | Finance |
Aero Asset Management LLC
Aero Asset Management LLC Investment ManagersFinance Founded in 2010, Aero Asset Management LLC is a registered investment advisor located in San Diego, California. The firm is a subsidiary of Aero Financial, Inc., a holding company that provides financial, real estate, asset management and consulting services. Aero Asset Management provides investment services primarily to insurance companies, including mutual funds. The firm manages the Aero New Innovations Fund, an open-end mutual fund. | Finance |
Wolff Wiese Magana LLC
Wolff Wiese Magana LLC Investment ManagersFinance Wolff Wiese Magana LLC (dba WWM Financial) is an independent, SEC-registered investment advisor headquartered in Carlsbad, California. Founded in 1983, the firm provides individuals and other types of clients with a wide array of investment advisory services. | Finance |