Guy Riccardi
Portfolio Manager-Aktien bei United Asset Strategies, Inc.
Profil
Mr. Michael G.
Riccardi is a Senior Financial Planner at United Asset Strategies, Inc. He has experience with fixed income, equity trading, and client service support, which allows him to aid the clients in meeting their financial goals and needs.
His responsibilities include helping clients to set proper investment targets and building portfolios.
Mr. Riccardi received his BA in Economics from Drew University in 2009.
Aktive Positionen von Guy Riccardi
| Unternehmen | Position | Beginn |
|---|---|---|
United Asset Strategies, Inc.
 United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Portfolio Manager-Aktien | 01.09.2009 |
Ausbildung von Guy Riccardi
| Drew University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Finance |
