![Veronica Vilchez](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Prior to joining Evensky & Katz in October 1996.
she has earned an Associates Arts Degree from Miami Dade College and has attended Florida International University and the University of Miami.
At the University of Miami, She is studying for the Certified Financial Planner designation.
Ms. Vilchez works in conjunction with the Advisors in advisory capacity and coordinates wire transfers, distributions, and trading executions as directed by the Advisor.
She interfaces with clients to gain updated client information as necessary and also prepares rebalancing and trading reports.
Former positions of Veronica Vilchez
| Companies | Position | End |
|---|---|---|
Evensky & Katz LLC
 Evensky & Katz LLC Investment ManagersFinance EKF’s primary investment strategy used on client accounts is strategic asset allocation utilizing an equity core and satellite strategy. The firm’s portfolios are globally diversified to control the risk associated with concentration in limited markets. They focus on proactive, integrated wealth management and principles for responsible investment. | Corporate Officer/Principal | 31/05/2010 |
Training of Veronica Vilchez
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
14
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance EKF’s primary investment strategy used on client accounts is strategic asset allocation utilizing an equity core and satellite strategy. The firm’s portfolios are globally diversified to control the risk associated with concentration in limited markets. They focus on proactive, integrated wealth management and principles for responsible investment. | Finance |
Miami Dade College
 Miami Dade College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Veronica Vilchez
