Mark Joseph Kavaloski
Directeur Général chez AmeriTrust Capital Management Ltd.
Profil
Mr. Mark J.
Kavaloski is a President & Chief Executive Officer at AmeriTrust Capital Management Ltd.
He is also a Senior Portfolio Manager, where he provides specific recommendations to clients regarding investment portfolio and financial planning needs.
His experience of more than two decades in trust administration and portfolio management provides invaluable insight in serving clients.
Prior to founding the firm, Mr. Kavaloski served clients as a Trust Officer for Bank of America, Wells Fargo and Sanwa Bank.
He received his Bachelor of Arts in Business Administration from Loyola Marymount University.
He then went on to earn his Masters of Business Administration from California State University, Los Angeles.
He is an associate member of the CFA Institute and the National Association of Personal Financial Advisors (NAPFA).
Postes actifs de Mark Joseph Kavaloski
| Sociétés | Poste | Début |
|---|---|---|
AmeriTrust Capital Management Ltd.
 AmeriTrust Capital Management Ltd. Investment ManagersFinance AmeriTrust Capital Management Ltd. (AmeriTrust) is an independent asset management firm headquartered in Santa Ynez, California. The firm was founded by Mark Kavaloski in 1998 and is the successor to the American Telesis Group, which was established in 1994. AmeriTrust provides portfolio management services to individuals, high-net worth individuals, corporate accounts, corporate pensions and profit-sharing plans, IRAs, and trusts. | Directeur Général | 01/01/1998 |
Anciens postes connus de Mark Joseph Kavaloski
| Sociétés | Poste | Fin |
|---|---|---|
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | - |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | - |
| Sanwa Bank Ltd. | Corporate Officer/Principal | - |
Formation de Mark Joseph Kavaloski
| Loyola Marymount University | Undergraduate Degree |
| California State University-Los Angeles | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| BANK OF AMERICA CORPORATION | Finance |
| Entreprise privées | 3 |
|---|---|
AmeriTrust Capital Management Ltd.
AmeriTrust Capital Management Ltd. Investment ManagersFinance AmeriTrust Capital Management Ltd. (AmeriTrust) is an independent asset management firm headquartered in Santa Ynez, California. The firm was founded by Mark Kavaloski in 1998 and is the successor to the American Telesis Group, which was established in 1994. AmeriTrust provides portfolio management services to individuals, high-net worth individuals, corporate accounts, corporate pensions and profit-sharing plans, IRAs, and trusts. | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Finance |
| Sanwa Bank Ltd. | Finance |
