Louis Felicetta Ruize
Director of Research - Equity at Valicenti Advisory Services, Inc.
Profile
Mr. Louis F.
Ruize is Director of Research & Portfolio Manager at Valicenti Advisory Services, Inc. He manages individual client portfolios, which includes determining asset allocations and security selections.
As a member of the investment committee, he oversees the investment research process including reviewing existing and potential investment opportunities.
He joined the firm in April 2016.
Prior to joining Valicenti Advisory, Mr. Ruize served as Director of Research, Portfolio Manager and Equity Analyst at other financial institutions since starting his investment career in 2001.
Since 2001, he has covered each industry sector for investment analysis and suitability for client portfolios.
Prior to his career in investments, he was a member of the faculty at Fairleigh Dickinson University where he taught Finance and Economics.
He earned his Bachelor degree in Economics, summa cum laude and also an M.B.A.
in Financial Economics from Fairleigh Dickinson University.
He is a member of the New York Society of Security Analysts and the CFA Institute.
Louis Felicetta Ruize active positions
| Companies | Position | Start |
|---|---|---|
Valicenti Advisory Services, Inc.
 Valicenti Advisory Services, Inc. Investment ManagersFinance Valicenti Advisory Services, Inc. (VASI) is an independent registered investment advisory firm headquartered in Elmira, New York. The firm was founded by Vince Valicenti in 1984. VASI provides discretionary investment advisory services and financial services to individuals, banks, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations and business entities. | Director of Research - Equity | 31/03/2016 |
Former positions of Louis Felicetta Ruize
| Companies | Position | End |
|---|---|---|
| Fairleigh Dickinson University | Corporate Officer/Principal | - |
Training of Louis Felicetta Ruize
| Fairleigh Dickinson University | Masters Business Admin |
Experiences
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Private companies
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Linked companies
| Private companies | 1 |
|---|---|
Valicenti Advisory Services, Inc.
Valicenti Advisory Services, Inc. Investment ManagersFinance Valicenti Advisory Services, Inc. (VASI) is an independent registered investment advisory firm headquartered in Elmira, New York. The firm was founded by Vince Valicenti in 1984. VASI provides discretionary investment advisory services and financial services to individuals, banks, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations and business entities. | Finance |
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