Confessions of an Allocator: Special Guest Vanessa Wieliczko

The Black Swans Podcast

Innhold levert av Shana Sissel & Suzanne Abrams, Shana Sissel, and Suzanne Abrams. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Shana Sissel & Suzanne Abrams, Shana Sissel, and Suzanne Abrams eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

4y ago 54:36

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Vanessa Wieliczko is the Director of Investments for HoyleCohen Wealth Management, overseeing $2.5 billion in AUM, and serving in the leadership of an RIA with 49 employees, and offices in San Diego, Santa Monica, Sacramento & Phoenix. She leads the firm’s Investment Committee, helping to define future growth and development of investment management strategies. Under Vanessa’s leadership, the firm has developed a robust investment platform that offers both traditional investment approaches along with a host of alternative strategies designed to offer substantial but secure income, better downside protection and enhanced opportunity for growth.

Driven in pursuit of excellence, Vanessa holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Certified Financial Planner™ (CFP®) designations. She has a Bachelor’s Degree in Business Management from Boston University’s School of Management with a concentration in International Finance.

She’s currently serving her second term as President of the CFA Society San Diego, a group of approximately 550 financial professionals.

21 episoder

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