Chris Surrichio
Portfolio Manager-Aktien bei Capital Analysts LLC
Profil
Mr. Christopher J.
Surrichio, CFA, is a Vice President & Portfolio Manager at Capital Analysts LLC.
He works as Manager of the CAAMS portfolios and helps oversee the day-to-day functions of the investment management team with Lincoln Investment.
He has over 27 years industry experience.
He served as Director of Research with Capital Analysts for ten years prior to joining Lincoln Investment in 2012.
He has worked with Vanguard and Rightime Funds.
He earned a degree in Economics from Boston College.
Aktive Positionen von Chris Surrichio
| Unternehmen | Position | Beginn |
|---|---|---|
Capital Analysts LLC
 Capital Analysts LLC Investment ManagersFinance Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans. | Portfolio Manager-Aktien | 01.06.2012 |
Ausbildung von Chris Surrichio
| Boston College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Capital Analysts LLC
Capital Analysts LLC Investment ManagersFinance Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans. | Finance |
