Michael Victor Riccardi
Presidente en United Asset Strategies, Inc. .
Perfil
Mr. Michael V.
Riccardi is a President at United Asset Strategies, Inc. His financial services career, now spanning over 29 years, includes public finance investment banking to local governments, municipal bond underwriting and trading, institutional bond sales to mutual fund managers, and establishing arbitrage hedging strategies for institutional bond trading desks.
His knowledge and experience with fixed income and keen sense of business development assists the clients with goal-setting and portfolio-building to ensure that proper asset allocation and a proper investment plan is adopted.
He was employed as a Vice President by Pinnacle Associates Ltd.
and an Institutional Sales Manager by David Lerner Associates, Inc.
Mr. Riccardi received his Bachelor of Science in Economics from US Military Academy.
Cargos activos de Michael Victor Riccardi
| Empresas | Cargo | Inicio |
|---|---|---|
United Asset Strategies, Inc.
 United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Presidente | 01/01/2022 |
Antiguos cargos conocidos de Michael Victor Riccardi.
| Empresas | Cargo | Fin |
|---|---|---|
Pinnacle Associates Ltd.
 Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Gestor de Cartera-Acciones | 31/12/2008 |
David Lerner Associates, Inc.
 David Lerner Associates, Inc. Investment Banks/BrokersFinance Founded in 1976, David Lerner Associates, Inc. is an SEC-registered broker-dealer located in Syosset, New York. | Corporate Officer/Principal | 30/09/1999 |
Formación de Michael Victor Riccardi.
| US Military Academy | Undergraduate Degree |
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Pinnacle Associates Ltd.
Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Finance |
David Lerner Associates, Inc.
David Lerner Associates, Inc. Investment Banks/BrokersFinance Founded in 1976, David Lerner Associates, Inc. is an SEC-registered broker-dealer located in Syosset, New York. | Finance |
United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Finance |
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