Email (work)*******legacyadvice.com LinkedIn URLlinkedin.com/in/jocenvicsor CompanyLegacy Advisors Residence
unknown Last updated2023-06-28 Remove my information
LocationUnited States , Pennsylvania, Plymouth Meeting Websitehttp://www.legacyadvice.com Company Sizecensoredcens Employees48 profiles available Last Updated2018-01-01
We are committed to helping our clients in their desire to achcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcens
Portfolio Managers design portfolios that meet individual investor's goals by selecting diversified investments such as stocks, bonds and mutual funds based on risk tolerance level. Other job titles include Investment Advisor or Investment Strategist. Find the right Portfolio Managers to build tailored solutions and protect your investments from market volatility.
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Jonathan Vicari's current details
Current Title Investment Strategist & Portfolio Manager
Type of Role Portfolio Manager
Job functions Business Development, Operations and Sales
Job Seniority Lower Management
Current Industry Financial Serviccensoredcensoredcensoredcensoredc
Location unknown
Experience (tracked since 2014) ▪ censore experience at Legacy Advisors ▪ censore experience as Investment Strategist & Portfolio Manager
Work-life tracked since 2014 Jonathan Vicari had a total of X different roles since 2014
- 2017 Level II Candidacensoredcensoredc Passed Level I ocensoredcensoredcensoredcensoredcensoredcensoredce
- Archbicensoredcensoredce
- Univecensoredcensore Blue Hen Icensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensoredcensor
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Frequently asked questions
What company does Jonathan Vicari work for? Jonathan Vicari is working for Legacy Advisors
What is Jonathan Vicari's title at Legacy Advisors? Jonathan's title is , Investment Strategist & Portfolio Manager
What is Jonathan Vicari's Seniority at Legacy Advisors? Jonathan Vicari has been with Legacy Advisors for 6 months and is in Lower Management
For how long is Jonathan Vicari working as a Investment Strategist & Portfolio Manager? Jonathan Vicari has 6 months experience as Investment Strategist & Portfolio Manager.
What are Jonathan Vicari's functions as a Investment Strategist & Portfolio Manager ? Jonathan Vicari is responsible for Business Developmentcensoredcensoredc
What is Jonathan Vicari's email contact? Jonathan Vicari's email address is *******@legacyadvice.com
Which education does Jonathan Vicari have? Jonathan Vicari has a Bachelor degree from 2censoredcensoredcensoredcensoredce.
Who are similar contacts like Jonathan Vicari ? Some similar contacts are Rohit Jamwal, Laurent Mesuré, Faeez Rajah, Agustín Escudero, Riccardo P. and Teresa Lancastre.
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