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Profile
Vincent Anthony Lovoy formerly worked at Wells Fargo Clearing Services LLC, as Managing Director from 2016 to 2018, JPMorgan Private Wealth Advisors LLC, as Wealth Manager from 2018 to 2023, Crowell Weedon & Co., as Principal, Kidder, Peabody & Co., Inc., as Principal, and Morgan Stanley Smith Barney LLC (Investment Management), as Principal.
Mr. Lovoy received his undergraduate degree from the University of Southern California.
Former positions of Vincent Lovoy
| Companies | Position | End |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Portfolio Manager-Equities | 31/03/2023 |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Corporate Officer/Principal | 31/05/2018 |
Crowell Weedon & Co.
 Crowell Weedon & Co. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Regional BanksFinance Provides investment banking services | Corporate Officer/Principal | - |
Morgan Stanley Smith Barney LLC (Investment Management)
 Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance MSWM assists clients in devising and implementing a reasoned, systematic, long-term investment strategy tailored to their financial circumstances. The firm also assists clients in evaluating their investment objectives and risk tolerance and enables them to invest in a broad array of eligible assets. | Corporate Officer/Principal | - |
Training of Vincent Lovoy
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
54
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Crowell Weedon & Co.
Crowell Weedon & Co. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Regional BanksFinance Provides investment banking services | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Finance |
Morgan Stanley Smith Barney LLC (Investment Management)
Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance MSWM assists clients in devising and implementing a reasoned, systematic, long-term investment strategy tailored to their financial circumstances. The firm also assists clients in evaluating their investment objectives and risk tolerance and enables them to invest in a broad array of eligible assets. | Finance |
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