Vince DiLeva
Mitglied des Investmentausschusses bei Signature Estate & Investment Advisors LLC
Profil
Mr. Vincent A.
DiLeva is a Managing Senior Partner at Signature Estate & Investment Advisors LLC.
His emphasis is in investment management and overall wealth management strategies with affluent individuals and corporations.
He currently serves on SEIA’s Investment Committee, which meets monthly to analyze current trends in the fixed income, equity and alternative investments markets.
He received his Bachelor’s degree in Business Administration with an emphasis in Finance and Marketing from Loyola Marymount University.
He received his Master of Science degree with an academic emphasis in Financial Planning from the College of Financial Planning in 2003.
He earned the Certified Financial Planner certification from the Certified Financial Planner Board of Standards, Inc. in 1999.
Additionally, he attained the Chartered Mutual Fund Counselor (CMFC) designation in 2000 and the Accredited Investment Fiduciary designation.
Aktive Positionen von Vince DiLeva
| Unternehmen | Position | Beginn |
|---|---|---|
Signature Estate & Investment Advisors LLC
 Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Mitglied des Investmentausschusses | 01.03.2001 |
Ausbildung von Vince DiLeva
| Loyola Marymount University | Undergraduate Degree |
| The College of Financial Planning Institutes Corp. | Graduate 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 |
|---|---|
Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Finance |
