Jeff Viksjo
Mitglied des Investmentausschusses bei Ogorek Wealth Management LLC
Profil
Mr. Jeffrey H.
Viksjo, CFA, is an Investment Analyst at Ogorek Wealth Management LLC.
(OWM).
He is serving on OWM’s Investment Committee.
He assists in the management of portfolio software, maintenance of client portfolios and execution of investment trades.
He brings 15 years of experience in the financial services industry.
Mr. Viksjo started his career as a stock analyst at Morningstar and Citigroup, gaining insights into equity valuation, financial modeling and portfolio construction.
Most recently, he served in corporate development positions at First Niagara and KeyBank, where he primarily focused on mergers & acquisitions.
Mr. Viksjo earned his B.S.
in Finance/Economics at Canisius College, graduating summa cum laude.
He has held the Chartered Financial Analyst designation since 2010.
Aktive Positionen von Jeff Viksjo
| Unternehmen | Position | Beginn |
|---|---|---|
Ogorek Wealth Management LLC
 Ogorek Wealth Management LLC Investment ManagersFinance Ogorek Wealth Management LLC (OWM) is an independent registered investment advisor headquartered in Williamsville, New York. The firm was founded by Anthony J. Ogorek in 2002. OWM offers advisory services to individuals, families, business entities, retirement plans, trust, estates, charitable organizations and non-profit organizations. | Mitglied des Investmentausschusses | 01.05.2017 |
Ehemalige bekannte Positionen von Jeff Viksjo
| Unternehmen | Position | Ende |
|---|---|---|
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Analyst-Equity | 31.07.2010 |
Ausbildung von Jeff Viksjo
| Canisius College | 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 | 2 |
|---|---|
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |
Ogorek Wealth Management LLC
Ogorek Wealth Management LLC Investment ManagersFinance Ogorek Wealth Management LLC (OWM) is an independent registered investment advisor headquartered in Williamsville, New York. The firm was founded by Anthony J. Ogorek in 2002. OWM offers advisory services to individuals, families, business entities, retirement plans, trust, estates, charitable organizations and non-profit organizations. | Finance |
