Lino DeAngelis
Portfolio Manager-Equities at Alliance Wealth Management Group LLC
Lino DeAngelis active positions
Companies | Position | Start | End |
---|---|---|---|
Alliance Wealth Management Group LLC
Alliance Wealth Management Group LLC Investment ManagersFinance Alliance Wealth Management Group LLC (AWMG) is an independent registered investment advisor headquartered in Flemington, New Jersey. The firm was co-founded by Tom McCabe, Steve Linden and Steve Fox in 2014. AWMG provides asset management and investment consulting services for individuals and other types of clients. | Portfolio Manager-Equities | 28/02/2021 | - |
Career history of Lino DeAngelis
Former positions of Lino DeAngelis
Companies | Position | Start | End |
---|---|---|---|
Global Wealth Management LLC
Global Wealth Management LLC Investment ManagersFinance Global Wealth Management LLC (GWM) is an independent financial planning and wealth management firm headquartered in Kingston, New Jersey. The firm was founded by Ram Kolluri in 2010 as Global Investment Management LLC and changed their name to Global Wealth Management LLC in 2015. GWM provides advisory services to high net-worth individuals, private family offices, pension plans, trusts and foundations. | Investment Committee Member | 31/12/2006 | 31/01/2021 |
Portfolio Manager-Equities | 31/12/2006 | 31/01/2021 | |
ICICI Investment Advisors
ICICI Investment Advisors Investment ManagersFinance ICICI Group Global Private Clients is a registered investment advisor located in Princeton, New Jersey. They are a subsidiary of ICICI Securities, Inc. and their ultimate parent is ICICI Bank Ltd. of India. The firm specializes in providing financial independence, retirement planning and investment portfolio management services to high net-worth individuals, trusts, foundations and corporate pension plans | Portfolio Manager-Equities | 31/12/2007 | 31/03/2010 |
Portfolio Manager-Fixed Income | 31/12/2007 | 31/03/2010 | |
Global Investment Management Inc
Global Investment Management Inc Investment ManagersFinance Founded in 1982 by Ram Kolluri, Global Investment Management, formerly GlobalValue Investors, is a fee-only registered investment advisory services firm, that specializes in providing customized portfolio solutions and advanced retirement, tax and estate planning services to high net worth individuals, trusts, foundations, private family offices, pension plans and businesses. They are located in Princeton, New Jersey. | Portfolio Manager-Equities | - | 30/12/2007 |
Portfolio Manager-Fixed Income | - | 30/12/2007 | |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Corporate Officer/Principal | 31/12/2004 | - |
Radnor Financial Advisors LLC
Radnor Financial Advisors LLC Investment ManagersFinance Radnor Financial Advisors LLC is a registered investment adviser and wealth management firm headquartered in Wayne, Pennsylvania. Founded in 1989, the firm was acquired in 2021 by CI Financial Corp. (TSX: CIX; NYSE: CIXX), a Canadian wealth management company. Radnor Financial Advisors offers financial planning and investment management services to individuals, high-net worth individuals, trusts and estates in the greater Philadelphia area including Wayne, Main Line, Lower Merion, Radnor, Gladwyne, Bryn Mawr, King of Prussia, and other areas of Pennsylvania, as well as across the US. | Corporate Officer/Principal | 30/12/2004 | 30/12/2004 |
Training of Lino DeAngelis
Villanova University | Undergraduate Degree |
Bentley University | Graduate Degree |
Statistics
International
United States | 9 |
Operational
Portfolio Manager-Equities | 4 |
Portfolio Manager-Fixed Income | 2 |
Corporate Officer/Principal | 2 |
Sectoral
Finance | 7 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
---|---|
Global Investment Management Inc
Global Investment Management Inc Investment ManagersFinance Founded in 1982 by Ram Kolluri, Global Investment Management, formerly GlobalValue Investors, is a fee-only registered investment advisory services firm, that specializes in providing customized portfolio solutions and advanced retirement, tax and estate planning services to high net worth individuals, trusts, foundations, private family offices, pension plans and businesses. They are located in Princeton, New Jersey. | Finance |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Finance |
ICICI Investment Advisors
ICICI Investment Advisors Investment ManagersFinance ICICI Group Global Private Clients is a registered investment advisor located in Princeton, New Jersey. They are a subsidiary of ICICI Securities, Inc. and their ultimate parent is ICICI Bank Ltd. of India. The firm specializes in providing financial independence, retirement planning and investment portfolio management services to high net-worth individuals, trusts, foundations and corporate pension plans | Finance |
Global Wealth Management LLC
Global Wealth Management LLC Investment ManagersFinance Global Wealth Management LLC (GWM) is an independent financial planning and wealth management firm headquartered in Kingston, New Jersey. The firm was founded by Ram Kolluri in 2010 as Global Investment Management LLC and changed their name to Global Wealth Management LLC in 2015. GWM provides advisory services to high net-worth individuals, private family offices, pension plans, trusts and foundations. | Finance |
Radnor Financial Advisors LLC
Radnor Financial Advisors LLC Investment ManagersFinance Radnor Financial Advisors LLC is a registered investment adviser and wealth management firm headquartered in Wayne, Pennsylvania. Founded in 1989, the firm was acquired in 2021 by CI Financial Corp. (TSX: CIX; NYSE: CIXX), a Canadian wealth management company. Radnor Financial Advisors offers financial planning and investment management services to individuals, high-net worth individuals, trusts and estates in the greater Philadelphia area including Wayne, Main Line, Lower Merion, Radnor, Gladwyne, Bryn Mawr, King of Prussia, and other areas of Pennsylvania, as well as across the US. | Finance |
Alliance Wealth Management Group LLC
Alliance Wealth Management Group LLC Investment ManagersFinance Alliance Wealth Management Group LLC (AWMG) is an independent registered investment advisor headquartered in Flemington, New Jersey. The firm was co-founded by Tom McCabe, Steve Linden and Steve Fox in 2014. AWMG provides asset management and investment consulting services for individuals and other types of clients. | Finance |
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