Terence E. Da Cunha
Gestor de Cartera-Acciones en Signature Estate & Investment Advisors LLC .
Perfil
Mr. Terence E.
Da Cunha is a Senior Partner at Signature Estate & Investment Advisors LLC.
His emphasis is Investment Planning and Wealth Management, and he is very well versed in the discipline of technical analysis for portfolio risk management.
He has been in the securities business since 1990 and has been managing portfolios for over 28 years.
Mr. Da Cunha joined SEIA in 2006, He began his investment career as a financial advisor and from there he went on to a Private Investment Banking serving as a Vice President of Investments for 6 years.
At his prior firm, Mr. Da Cunha was also involved in training new financial advisors.
Mr. Da Cunha received his Bachelor of Arts degree in Economics from California State University, Long Beach in 1989.
He earned the Accredited Investment Fiduciary professional designation in 2012 from Fiduciary360, receiving formal training in investment fiduciary responsibility.
In 2013, Mr. Da Cunha earned his Certified Financial Planner certification, after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. He is also a licensed insurance agent.
Cargos activos de Terence E. Da Cunha
Empresas | Cargo | Inicio |
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Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Gestor de Cartera-Acciones | 01/01/2006 |
Formación de Terence E. Da Cunha.
The California State University | Undergraduate Degree |
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Empresas privadas | 1 |
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Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Finance |
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