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Profil
Frank Anthony Vallario worked as an Executive Director at UBS Asset Management (Americas) LLC from 1995 to 2004.
He then served as an Executive Director at DSI International Management, Inc. from 2005 to 2008.
After that, he worked as a Portfolio Manager at American Independence Financial Services LLC from 2008 to 2010.
From 2015 to 2019, he held the position of Portfolio Manager at OFI Advisors LLC.
He also worked as a Portfolio Manager at Columbia Management Investment Advisers LLC.
In 2015 and 2016, he served as a Senior Portfolio Manager at Emerging Global Advisors LLC.
Currently, he is the Chief Investment Officer at ETF Managers Group LLC.
Mr. Vallario obtained an MBA from Rutgers State University of New Jersey in 1996.
He completed his undergraduate degree from Lehigh University in 1992.
Anciens postes connus de Frank Anthony Vallario
| Sociétés | Poste | Fin |
|---|---|---|
ETF Managers Group LLC
 ETF Managers Group LLC Investment ManagersFinance ETFMG offers a full range of ETF product services to the asset management community including commodity pool ETPs as well as both active and passive ETFs. The services provided include product operations, portfolio management, regulatory, financial and compliance management. | Directeur en chef des Investissements | 01/02/2024 |
OFI Advisors LLC
 OFI Advisors LLC Investment ManagersFinance OFI Advisors provides the following discretionary and non-discretionary investment advisory services to clients: (1) an alternative weight equity index investment program consisting of the OFI Revenue-Weighted Large-Cap Index, OFI Revenue-Weighted Mid-Cap Index, OFI Revenue-Weighted Small-Cap Index, OFI Revenue-Weighted Financials Sector Index, ,OFI Revenue-Weighted Ultra Dividend Index, OFI Revenue Weighted Global ESG Index and OFI Revenue Weighted ESG Index, over which OFI Advisors has discretionary authority to decide which securities to purchase and sell within the program’s portfolios, and (2) advisory services to seven series of the Oppenheimer Revenue Weighted ETF Trust, an open-end management investment company registered under the Investment Company Act of 1940, as amended. With respect to the Revenue Weighted Program, OFI Advisors offers clients model portfolios based on widely followed market indexes (or a subset of a widely followed market index in the case of the OFI Revenue-Weighted Ultra Dividend Index), re-weighted based on quantitative factors with a goal of outperforming the corresponding related benchmark index. | Gestionnaire de Portefeuille-Actions | 01/09/2019 |
Emerging Global Advisors LLC
 Emerging Global Advisors LLC Investment ManagersFinance Emerging Global Advisors (EGA) specializes in the management of investments in global emerging markets ETFs. The firm offers infrastructure ETFs focusing on emerging markets in both China and Brazil. They also offer sector-based global emerging markets ETFs in the following sectors: metals/mining, energy and financial services. In addition, EGA offers an ETF based on the Dow Jones Emerging Markets Titans Composite Index. In addition, the firm offers an ETF that invests in infrastructure in India, as well as additional sector-based ETFs focusing on basic materials, consumer goods, consumer services, healthcare, industrials, technology, telecommunications and utilities. | Corporate Officer/Principal | 01/09/2016 |
American Independence Financial Services LLC
 American Independence Financial Services LLC Investment ManagersFinance American Independence offers the following investment strategies through their SMA platform: Large-Cap Value, Risk Managed Allocation, and Macroeconomic Assessment of Risk (MAR) Tactical Strategies (Tactical Conservative, Tactical Moderate Growth, Tactical Growth and Tactical Aggressive Growth). American Independence launches and manages a variety of funds including the MAR Tactical Funds, the American Independence Stock Fund, the Laffer Dividend Growth Fund, the manage the Risk-Managed Allocation Fund, the Kansas Tax-Exempt Bond Fund, the American Independence International Alpha Strategies Fund, the US Inflation-Indexed Fund, the Boyd Watterson Core Plus Fund, and the Boyd Watterson Short-Term Enhanced Bond Fund. | Gestionnaire de Portefeuille-Actions | 28/02/2010 |
DSI International Management, Inc.
 DSI International Management, Inc. Investment ManagersFinance DSI International Management employs an enhanced index strategy to invest in undervalued stocks that have improving fundamentals. A multi-factor model is used to rank each stock within the S&P 500 Index. The models composite score for each stock is then used to determine its weight in the portfolio relative to the stocks weight in the S&P 500 Index. The relative weight of each stock can vary up to a predetermined amount. The number of holdings in the portfolio will range from approximately 250 to 400 stocks. The portfolio is rebalanced, typically monthly, by reranking each stock in the S&P 500 Index using the multi-factor model. They may also use derivative contracts (including options and futures contracts) in strategies intended to simulate full investment in the strategy while retaining a cash balance for portfolio management purposes, to facilitate trading and reduce transaction costs. | Gestionnaire de Portefeuille-Actions | 29/02/2008 |
Formation de Frank Anthony Vallario
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
80
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
UBS Asset Management (Americas) LLC
 UBS Asset Management (Americas) LLC Investment ManagersFinance UBS AM offers Equities, Fixed Income, Indexing, and Investment Solutions businesses. The firm provides active investment strategies to their clients and principally employs fundamental analysis in managing client accounts by attempting to identify discrepancies between current market prices and their estimate of fundamental value. | Finance |
DSI International Management, Inc.
DSI International Management, Inc. Investment ManagersFinance DSI International Management employs an enhanced index strategy to invest in undervalued stocks that have improving fundamentals. A multi-factor model is used to rank each stock within the S&P 500 Index. The models composite score for each stock is then used to determine its weight in the portfolio relative to the stocks weight in the S&P 500 Index. The relative weight of each stock can vary up to a predetermined amount. The number of holdings in the portfolio will range from approximately 250 to 400 stocks. The portfolio is rebalanced, typically monthly, by reranking each stock in the S&P 500 Index using the multi-factor model. They may also use derivative contracts (including options and futures contracts) in strategies intended to simulate full investment in the strategy while retaining a cash balance for portfolio management purposes, to facilitate trading and reduce transaction costs. | Finance |
American Independence Financial Services LLC
American Independence Financial Services LLC Investment ManagersFinance American Independence offers the following investment strategies through their SMA platform: Large-Cap Value, Risk Managed Allocation, and Macroeconomic Assessment of Risk (MAR) Tactical Strategies (Tactical Conservative, Tactical Moderate Growth, Tactical Growth and Tactical Aggressive Growth). American Independence launches and manages a variety of funds including the MAR Tactical Funds, the American Independence Stock Fund, the Laffer Dividend Growth Fund, the manage the Risk-Managed Allocation Fund, the Kansas Tax-Exempt Bond Fund, the American Independence International Alpha Strategies Fund, the US Inflation-Indexed Fund, the Boyd Watterson Core Plus Fund, and the Boyd Watterson Short-Term Enhanced Bond Fund. | Finance |
OFI Advisors LLC
OFI Advisors LLC Investment ManagersFinance OFI Advisors provides the following discretionary and non-discretionary investment advisory services to clients: (1) an alternative weight equity index investment program consisting of the OFI Revenue-Weighted Large-Cap Index, OFI Revenue-Weighted Mid-Cap Index, OFI Revenue-Weighted Small-Cap Index, OFI Revenue-Weighted Financials Sector Index, ,OFI Revenue-Weighted Ultra Dividend Index, OFI Revenue Weighted Global ESG Index and OFI Revenue Weighted ESG Index, over which OFI Advisors has discretionary authority to decide which securities to purchase and sell within the program’s portfolios, and (2) advisory services to seven series of the Oppenheimer Revenue Weighted ETF Trust, an open-end management investment company registered under the Investment Company Act of 1940, as amended. With respect to the Revenue Weighted Program, OFI Advisors offers clients model portfolios based on widely followed market indexes (or a subset of a widely followed market index in the case of the OFI Revenue-Weighted Ultra Dividend Index), re-weighted based on quantitative factors with a goal of outperforming the corresponding related benchmark index. | Finance |
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lehigh University
 Lehigh University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Finance |
Emerging Global Advisors LLC
Emerging Global Advisors LLC Investment ManagersFinance Emerging Global Advisors (EGA) specializes in the management of investments in global emerging markets ETFs. The firm offers infrastructure ETFs focusing on emerging markets in both China and Brazil. They also offer sector-based global emerging markets ETFs in the following sectors: metals/mining, energy and financial services. In addition, EGA offers an ETF based on the Dow Jones Emerging Markets Titans Composite Index. In addition, the firm offers an ETF that invests in infrastructure in India, as well as additional sector-based ETFs focusing on basic materials, consumer goods, consumer services, healthcare, industrials, technology, telecommunications and utilities. | Finance |
ETF Managers Group LLC
ETF Managers Group LLC Investment ManagersFinance ETFMG offers a full range of ETF product services to the asset management community including commodity pool ETPs as well as both active and passive ETFs. The services provided include product operations, portfolio management, regulatory, financial and compliance management. | Finance |
