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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 the firm 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 WWM Financial generally creates a portfolio that consists of individual stocks or bonds, exchange traded funds (ETFs), options, mutual funds and other public and private securities or investments. The client’s individual investment strategy is tailored to their specific needs and may include some or all the previously mentioned securities. | 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 Aero Asset Management invests in small- to mid-sized listed companies that seek common or preferred equity placements to help grow their business. The firm manages the Aero New Innovations Fund. The Fund focuses on investments in the healthcare, alternative energy, technology and retail sectors. Aero Asset Management invests primarily in the common stocks of domestic and foreign companies with market-caps greater than $250 million. The firm employs bottom-up, fundamental research to identify securities seeking investments in high quality, dominant, rapidly growing companies experiencing high unit volume growth, a life cycle change, or both. Companies are typically selling a unique product or service to an expanding marketplace. Aero Asset Management typically invests in companies with revenue and earnings growth greater than 15%, sustainable and improving operating margins, a reasonable valuation compared to similar companies, strong free cash flow, low debt, high barriers to entry and exceptional management teams. The portfolio typically holds 25 to 40 positions. Initial purchases range from 2% to 3% of the portfolio and maximum sector exposure is 35% | Directeur en chef des Investissements | 01/12/2010 |
Viewpoint Investment Partners
 Viewpoint Investment Partners Investment ManagersFinance Viewpoint Investment Partners invests long/short and uses put/call options and leverage to hedge their portfolios | Analyst-Equity | - |
Formation de Vincent Joseph Stefano
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
11
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Viewpoint Investment Partners
Viewpoint Investment Partners Investment ManagersFinance Viewpoint Investment Partners invests long/short and uses put/call options and leverage to hedge their portfolios | Finance |
Canisius College
 Canisius College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Aero Asset Management LLC
Aero Asset Management LLC Investment ManagersFinance Aero Asset Management invests in small- to mid-sized listed companies that seek common or preferred equity placements to help grow their business. The firm manages the Aero New Innovations Fund. The Fund focuses on investments in the healthcare, alternative energy, technology and retail sectors. Aero Asset Management invests primarily in the common stocks of domestic and foreign companies with market-caps greater than $250 million. The firm employs bottom-up, fundamental research to identify securities seeking investments in high quality, dominant, rapidly growing companies experiencing high unit volume growth, a life cycle change, or both. Companies are typically selling a unique product or service to an expanding marketplace. Aero Asset Management typically invests in companies with revenue and earnings growth greater than 15%, sustainable and improving operating margins, a reasonable valuation compared to similar companies, strong free cash flow, low debt, high barriers to entry and exceptional management teams. The portfolio typically holds 25 to 40 positions. Initial purchases range from 2% to 3% of the portfolio and maximum sector exposure is 35% | Finance |
Wolff Wiese Magana LLC
Wolff Wiese Magana LLC Investment ManagersFinance WWM Financial generally creates a portfolio that consists of individual stocks or bonds, exchange traded funds (ETFs), options, mutual funds and other public and private securities or investments. The client’s individual investment strategy is tailored to their specific needs and may include some or all the previously mentioned securities. | Finance |
