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Portfolio Managers in Florida

Portfolio Managers in Vero Beach, FL

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10 results found

Dee Giannotti Vero Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Manager • Chairman of the Board • Chief Executive • Operations Manager • Financial Manager • Chairperson • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President/Portfolio Manager at Cypress Trust Company
Title:
Vice President/Portfolio Manager with Cypress Trust Company
Location:
Vero Beach, Florida
Industry:
Financial Services
Work history:
Cypress Trust Company Vice President/Portfolio Managersince Jun 2005Youth Guidance of Indian River County Board ChairDec 2009 - Dec 2011
Skills:
Portfolio Management, Asset Allocation
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J.c. Britt Fort Pierce, FL

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
First Vice President, Portfolio Manager, Financial Advisor at Morgan Stanley
Title:
First Vice President, Financial Advisor at Morgan Stanley
Location:
Fort Pierce, Florida Area
Industry:
Investment Management
Work history:
Morgan Stanley - 3525 Ocean Drive, Vero Beach FL 32963First Vice President, Portfolio Manager, Financial Advisorsince Sep 2010UBS Financial Services VICE PRESIDENT-INVESTMENTSMay 2007 - Sep 2010
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Ray Neubauer Fort Pierce, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Advisor • Senior Vice President • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Portfolio Manager, Wealth Advisor & Senior Vice President at Morgan Stanley
Title:
Senior Portfolio Manager & Wealth Advisor at Morgan Stanley
Location:
Fort Pierce, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley - 3525 Ocean Drive Vero Beach, FL 32963Senior Portfolio Manager, Wealth Advisor & Senior Vice Presidentsince Jul 2002Northern Trust Global Investments Vice PresidentDec 1997 - Jul 2002
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Amy Johnson Vero Beach, FL

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Portfolio Manager at Signet Capital Management Limited
Title:
Portfolio Manager, Signet Management USA
Location:
Vero Beach, Florida
Industry:
Financial Services
Work history:
Signet Capital Management Limited - USAPortfolio Managersince Mar 2011Charles Schwab Financial ConsultantDec 1999 - Apr 2010
Skills:
Series 63, Series 66, AAMS, RP, Series 7
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Michael Lyster Fort Pierce, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager

Experience & Education

Position:
Vp senior portfolio manager at Northern Trust
Title:
vp at Northern Trust
Location:
Fort Pierce, Florida Area
Industry:
Investment Management
Work history:
Northern Trust - Vero beach fl 32968Vp senior portfolio managersince Nov 2005
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Scott Morton Vero Beach, FL

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Chairperson • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
VICE -PRESIDENT SENIOR FINANCIAL ADVISOR PIA PORTFOLIO MANAGER at Merrill Lynch
Location:
Vero Beach, Florida
Industry:
Financial Services
Work history:
Merrill Lynch VICE -PRESIDENT SENIOR FINANCIAL ADVISOR PIA PORTFOLIO MANAGERsince Feb 1979
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Abe Abramczyk Vero Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Manager • Financial Manager • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
CAM Manager at AR Management, Portfolio Manager at AR Choice Management
Title:
Portfolio Manager at AR Choice Management
Location:
Vero Beach, Florida
Industry:
Real Estate
Work history:
AR Management CAM Managersince Jul 2007AR Choice Management Portfolio Managersince Jul 2007
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Alicia Macaluso Vero Beach, FL

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Teller Supervisor • Financial Manager • Supervisors

Experience & Education

Position:
Portfolio Manager at Charles Brooks Holding
Title:
Portfolio manager at Charls Brooks Holding
Location:
Vero Beach, Florida
Industry:
Investment Management
Work history:
Charles Brooks Holding Portfolio Managersince Aug 2012Marine Bank & Trust company Teller SupervisorFeb 2007 - Aug 2012
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Ilain Isaac Vero Beach, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Life Insurance Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Volunteer • Non-Profit • Treasurer • Board Member • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Managers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Life Insurance Agent at New York Life Insurance Company, Volunteer - Treasurer/Board Member at...
Title:
New York Life - Financial Advisor - Florida State License in Life Insurane, Health Care and Annuities
Location:
Vero Beach, Florida
Industry:
Insurance
Work history:
New York Life Insurance Company Life Insurance AgentUnited Way of Indian River County - Vero Beach, FLVolunteer - Treasurer/Board Membersince Mar 2005
VP/Investment Portfolio Manager at BankAtlantic
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Stephen Dorrance Vero Beach, FL

Professions & Specialties

Chief Executive Officer • Chief Operating Officer • Corporate Executive • Chief Executive • General and Operations Manager • Director of Operations • Operations Manager • Community Health

Experience & Education

Work

Company:
Treasure coast community health
Executive director
Company:
Pilot training college
Consulting chief operating officer

Skills

Maketing, Public Relations, Operations Management, Executive Management, Client Mangament, Dono...
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Portfolio Managers near Vero Beach, FL04998147196245West Palm BeachFort PierceMelbourneJupiterStuartHobe SoundPalm CityCocoa BeachSaint Cloud


Portfolio Managers around Vero Beach, FL

Cocoa Beach  (1)
Fort Pierce  (40)
Hobe Sound  (2)
Jupiter  (16)
Melbourne  (30)
Palm City  (2)
Saint Cloud  (1)
Stuart  (4)
West Palm Beach  (244)

Portfolio Managers in Florida

Sub-specializations

Portfolio Manager  (10)