John Carvalho

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Profil

John De Carvalho worked as the Chief Investment Officer at Perkins Coie LLP from 2018 to 2019.
Prior to that, he held the same position at Moss Adams Wealth Advisors LLC from 2014 to 2018.
Currently, he is the Head of Research & Analytics at Parcion Private Wealth LLC, starting in 2020 and ending in 2023.
Mr. Carvalho completed his undergraduate degree at the University of Washington.

Ehemalige bekannte Positionen von John Carvalho

Unternehmen	Position	Ende
Parcion Private Wealth LLC Parcion Private Wealth LLC Investment ManagersFinance Parcion designs highly tailored strategies for their clients’ wealth enhancement, transfer, and protection. They research and analyze securities using fundamental and technical methods. In addition to focusing on security selection, the firm attempts to identify an appropriate proportion of equity securities, fixed income securities, alternative investments and cash suitable to the client’s investment goals and risk tolerance.	Chief Investment Officer	01.01.2023
Perkins Coie LLP Perkins Coie LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services	Chief Investment Officer	01.07.2019
Moss Adams Wealth Advisors LLC Moss Adams Wealth Advisors LLC Investment ManagersFinance Moss Adams Wealth Advisors provides portfolio asset allocation in accordance with the client’s unique circumstances (risk tolerance, tax situation, etc.) that are best suited to help achieve their financial and investment goals. The firm constructs portfolios based on long-term, strategic allocations diversified among several asset classes that provide exposure to disparate risk factors. Securities purchases are generally made with the intent that they will be held long-term.	Chief Investment Officer	01.01.2018

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Unternehmensverbindungen

Private Unternehmen	4
University of Washington University of Washington Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Perkins Coie LLP Perkins Coie LLP Miscellaneous Commercial ServicesCommercial Services Provides legal services	Commercial Services
Moss Adams Wealth Advisors LLC Moss Adams Wealth Advisors LLC Investment ManagersFinance Moss Adams Wealth Advisors provides portfolio asset allocation in accordance with the client’s unique circumstances (risk tolerance, tax situation, etc.) that are best suited to help achieve their financial and investment goals. The firm constructs portfolios based on long-term, strategic allocations diversified among several asset classes that provide exposure to disparate risk factors. Securities purchases are generally made with the intent that they will be held long-term.	Finance
Parcion Private Wealth LLC Parcion Private Wealth LLC Investment ManagersFinance Parcion designs highly tailored strategies for their clients’ wealth enhancement, transfer, and protection. They research and analyze securities using fundamental and technical methods. In addition to focusing on security selection, the firm attempts to identify an appropriate proportion of equity securities, fixed income securities, alternative investments and cash suitable to the client’s investment goals and risk tolerance.	Finance