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Profil
Mr. Ken J.
Vilcheck is Partner at Elliott Davis Investment Advisors.
Previously, he was with GNI Capital.
Prior to GNI Capital, Mr. Vilcheck served as a Partner in Smith Barney’s Consulting Group, coordinating the firm’s consulting services effort on the local level.
Mr. Vilcheck is an Accredited Investment Fiduciary as awarded by the Foundation for Fiduciary Studies, which operates in association with the Center for Fiduciary Studies at the University of Pittsburgh’s Joseph M.
Katz Graduate School of Business.
Mr. Vilcheck is a charter member of the Association for Professional Investment Consultants.
He earned a Bachelor of Arts from Furman University.
Anciens postes connus de Ken J. Vilcheck
| Sociétés | Poste | Fin |
|---|---|---|
FinTrust Investment Advisory Services LLC
 FinTrust Investment Advisory Services LLC Investment ManagersFinance FinTrust Investment Advisory Services' investment process combines financial planning principals and processes with modern portfolio theory investment principals and processes. Their approach begins with the development of risk, return and correlation expectations for a variety of asset classes. The estimates for risks, returns and correlations are developed from an analysis of historical data, Monte Carlo analysis, fundamental and scenario analysis. The data is combined in order to develop a range of asset allocation models. The firm may use a variety of security types and methods including but not limited to mutual funds, ETFs, closed end funds, individual equities, individual fixed-income securities and options. Advisors may also use a variety of security analysis methods including fundamental analysis, technical analysis, charting or cyclical analysis. FinTrust Investment Advisory Services' investment approach constantly keeps the risk of loss in mind and encourages broad diversification across asset classes, sectors, securities, investment strategies, liquidity profiles and economic environments. | Gestionnaire de Portefeuille-Actions | 30/04/2012 |
Smith Barney, Inc.
 Smith Barney, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
GNI Capital LLC
 GNI Capital LLC Investment ManagersFinance GNI Capital is a long/short equity manager. The firm's investment process begins with the development of a top-down, macroeconomic viewpoint and concludes with a fundamentally driven, bottom-up stock selection process. They seek to identify and allocate capital to the most favorable markets, sectors and companies. GNI's process is not restricted by style-box mandates or a requirement to be fully invested when no better opportunities exist. The firm's top-down research process examines macroeconomic factors including the term structure of interest rates and credit spreads, investor sentiment, dividend yield and earnings payout ratios, earnings growth rates, money supply growth, US dollar relative strength, equity issuance, stock repurchases and changes in government policies. GNI then employs a quantitative system to identify leading and lagging industry groups. GNI's individual security selection process is based on the evaluation of a company's fundamentals and various valuation measures. The firm first attempts to identify future catalysts that could lead to a systemic change in a company's business or valuation such as new product launches, new management teams or geographic expansion. Next, GNI employs a combination of historical, relative and/or cash flow-focused valuation methods to select companies. The firm utilizes technical analysis to determine the appropriate time to invest. GNI's trading seeks to minimize total transaction costs. GNI's primary research focuses on the S&P 1500, a broad index of stocks of all market-caps that accounts for over 95% of the US, as well as US listed-ADRs and ETFs. For sub-advised mandates, the investment universe can be customized to meet the fund sponsor's specific needs. Though not limited by sector, GNI tends to invest in the stocks of large-cap US and European companies in the consumer non-durables, electronic technology, consumer services and health technology sectors. The firm maintains a high turnover rate. | Sales & Marketing | - |
Formation de Ken J. Vilcheck
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
FinTrust Investment Advisory Services LLC
FinTrust Investment Advisory Services LLC Investment ManagersFinance FinTrust Investment Advisory Services' investment process combines financial planning principals and processes with modern portfolio theory investment principals and processes. Their approach begins with the development of risk, return and correlation expectations for a variety of asset classes. The estimates for risks, returns and correlations are developed from an analysis of historical data, Monte Carlo analysis, fundamental and scenario analysis. The data is combined in order to develop a range of asset allocation models. The firm may use a variety of security types and methods including but not limited to mutual funds, ETFs, closed end funds, individual equities, individual fixed-income securities and options. Advisors may also use a variety of security analysis methods including fundamental analysis, technical analysis, charting or cyclical analysis. FinTrust Investment Advisory Services' investment approach constantly keeps the risk of loss in mind and encourages broad diversification across asset classes, sectors, securities, investment strategies, liquidity profiles and economic environments. | Finance |
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Furman University
 Furman University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
GNI Capital LLC
GNI Capital LLC Investment ManagersFinance GNI Capital is a long/short equity manager. The firm's investment process begins with the development of a top-down, macroeconomic viewpoint and concludes with a fundamentally driven, bottom-up stock selection process. They seek to identify and allocate capital to the most favorable markets, sectors and companies. GNI's process is not restricted by style-box mandates or a requirement to be fully invested when no better opportunities exist. The firm's top-down research process examines macroeconomic factors including the term structure of interest rates and credit spreads, investor sentiment, dividend yield and earnings payout ratios, earnings growth rates, money supply growth, US dollar relative strength, equity issuance, stock repurchases and changes in government policies. GNI then employs a quantitative system to identify leading and lagging industry groups. GNI's individual security selection process is based on the evaluation of a company's fundamentals and various valuation measures. The firm first attempts to identify future catalysts that could lead to a systemic change in a company's business or valuation such as new product launches, new management teams or geographic expansion. Next, GNI employs a combination of historical, relative and/or cash flow-focused valuation methods to select companies. The firm utilizes technical analysis to determine the appropriate time to invest. GNI's trading seeks to minimize total transaction costs. GNI's primary research focuses on the S&P 1500, a broad index of stocks of all market-caps that accounts for over 95% of the US, as well as US listed-ADRs and ETFs. For sub-advised mandates, the investment universe can be customized to meet the fund sponsor's specific needs. Though not limited by sector, GNI tends to invest in the stocks of large-cap US and European companies in the consumer non-durables, electronic technology, consumer services and health technology sectors. The firm maintains a high turnover rate. | Finance |
