Vance Brown

Corporate Officer/Principal chez

Coastline Wealth Management, Inc.

Finance

Consumer Services

Profil

Vance Carrier Brown is the founder of Grisanti Capital Management LLC, founded in 1999, serving as Founding Member from 2010 to 2012.
The current job is Managing Director at Coastline Wealth Management, Inc. starting in 2023.
Former jobs include Managing Director & Portfolio Manager at Spears, Benzak, Salomon & Farrell, Inc. in 1999; Managing Director at Williams, Jones & Associates LLC; Managing Director at Kestra Advisory Services LLC in 2023; Vice President at Greenhaven Associates, Inc. from 1995 to 1998; Principal at Prudential-Bache Securities Canada Ltd. in 1989; and Portfolio Manager at Williams Jones Wealth Management LLC from 2006 to 2023.
Education includes an undergraduate degree from Brown University, conferred in 1985.

Postes actifs de Vance Brown

Sociétés	Poste	Début
Coastline Wealth Management, Inc. Coastline Wealth Management, Inc. Investment ManagersFinance Operates as a wealth management platform	Corporate Officer/Principal	01/07/2023

Tous les postes actifs de Vance Brown

Anciens postes connus de Vance Brown

Sociétés	Poste	Fin
Kestra Advisory Services LLC Kestra Advisory Services LLC Investment ManagersFinance KAS analyzes investment programs and products of third-party managers by reviewing the background of persons associated with the manager, the manager’s investment process, investment philosophy, methodology used within the program, and disclosure documents related to the program. The firm’s advisors perform their own research on securities and programs through third-party resources available to the public, and employ various forms of analysis such as charting, fundamental analysis, technical analysis and cyclical analysis.	Gestionnaire de Portefeuille-Actions	01/06/2023
Williams Jones Wealth Management LLC Williams Jones Wealth Management LLC Investment ManagersFinance Williams Jones generally invests client assets in equity securities of individual equity securities (stocks), fixed income securities (bonds and bond funds), mutual funds, ETFs and private investment funds. The firm’s investment approach generally focuses on long-term growth of client capital through proper asset allocation, growth and value equity management and active fixed-income management. Their investment process is composed of four main elements: asset allocation, equity management, fixed income management, and alternative investments.	Gestionnaire de Portefeuille-Actions	01/04/2023
Grisanti Capital Management LLC Grisanti Capital Management LLC Investment ManagersFinance Grisanti Capital Management (GCM) primarily focuses on investments in on US equity securities, including common and preferred securities, mainly of large-cap companies, with a value investment perspective. The firm offers two investment approaches for separately managed account clients. In one, the goal is capital appreciation. In the other, called the High Income Equity Portfolio, GCM seeks to achieve a higher income than the US equity market and substantially less volatility than the US equity market as measured by beta, in addition to possible capital appreciation, by using such instruments as high-yielding stocks, high-quality common stocks and common stocks with a higher potential for growth. By conducting fundamental research and analyzing a company’s cash flow and/or assets, the firm seeks to make long-term investments (with a 3- to 4-year horizon) in securities that sell at a meaningful discount either to the value of their future cash flows or to their net asset value. Client portfolios consist of about 15 to 25 stocks. For a few clients, GCM may offer advice on different types of securities such as foreign stock, over-the-counter stock, corporate debt, municipal securities, mutual fund shares and US Government securities. The GCM Opportunity Fund seeks to maximize capital appreciation by investing, on a long and short basis, primarily in US securities where there exist perceived opportunities for either long-term or short-term gain. While not a primary focus, the fund may also invest in non-US securities. GCM seeks to invest the assets of the fund aggressively in order to create the potential for greater returns. While risk is taken into consideration, risk mitigation is not a primary objective of the fund. At times, the investments of the fund may be highly concentrated, with one or more individual investment positions constituting as much as 10% to 20%, or more, of the portfolio. The fund generally has a “long” bias, however it may “go short” certain securities issued by companies where the firm believes the securities have the potential to experience significant price declines. Short positions may also be employed, along with options, for risk management purposes. The fund will utilize leverage in an effort to enhance returns and to take advantage of opportunities that may arise during periods of market turmoil, as well as for other purposes deemed appropriate by GCM.^	Fondateur	31/12/2012
Spears, Benzak, Salomon & Farrell, Inc. Spears, Benzak, Salomon & Farrell, Inc. Investment ManagersFinance Investment management firm	Corporate Officer/Principal	31/05/1999
Greenhaven Associates, Inc. Greenhaven Associates, Inc. Investment ManagersFinance Greenhaven’s investment strategy is to purchase undervalued securities and then to sell the securities when they become fully or overvalued. They perform their own research on every security it purchases for clients, and they do not specialize by size, industry, or geography. While the firm mainly invests in common stocks, Greenhaven may purchase warrants, convertible or other debt securities, or other types of securities that might serve as a proxy for common stocks. In an account is not fully invested, the firm may purchase US Treasury Bills or Notes, or other cash equivalents.	Corporate Officer/Principal	31/12/1998

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Sociétés liées

Entreprise privées	9
Spears, Benzak, Salomon & Farrell, Inc. Spears, Benzak, Salomon & Farrell, Inc. Investment ManagersFinance Investment management firm	Finance
Greenhaven Associates, Inc. Greenhaven Associates, Inc. Investment ManagersFinance Greenhaven’s investment strategy is to purchase undervalued securities and then to sell the securities when they become fully or overvalued. They perform their own research on every security it purchases for clients, and they do not specialize by size, industry, or geography. While the firm mainly invests in common stocks, Greenhaven may purchase warrants, convertible or other debt securities, or other types of securities that might serve as a proxy for common stocks. In an account is not fully invested, the firm may purchase US Treasury Bills or Notes, or other cash equivalents.	Finance
Williams, Jones & Associates LLC Williams, Jones & Associates LLC Investment ManagersFinance Williams Jones & Associates' (WJA) investment approach focuses on long-term growth of capital through proper asset allocation, a blended growth and value equity style and active fixed-income management. The firm seeks to produce high quality risk-adjusted returns on total capital through investments in stocks, fixed income securities (bonds and bond funds), mutual funds, ETFs and hedge funds. They continually assess the allocation of each client's investment capital based on the probabilities of various economic and market scenarios. This process typically leads to modest adjustments in equity market sector weightings and/or fixed-income portfolio duration.	Finance
Grisanti Capital Management LLC Grisanti Capital Management LLC Investment ManagersFinance Grisanti Capital Management (GCM) primarily focuses on investments in on US equity securities, including common and preferred securities, mainly of large-cap companies, with a value investment perspective. The firm offers two investment approaches for separately managed account clients. In one, the goal is capital appreciation. In the other, called the High Income Equity Portfolio, GCM seeks to achieve a higher income than the US equity market and substantially less volatility than the US equity market as measured by beta, in addition to possible capital appreciation, by using such instruments as high-yielding stocks, high-quality common stocks and common stocks with a higher potential for growth. By conducting fundamental research and analyzing a company’s cash flow and/or assets, the firm seeks to make long-term investments (with a 3- to 4-year horizon) in securities that sell at a meaningful discount either to the value of their future cash flows or to their net asset value. Client portfolios consist of about 15 to 25 stocks. For a few clients, GCM may offer advice on different types of securities such as foreign stock, over-the-counter stock, corporate debt, municipal securities, mutual fund shares and US Government securities. The GCM Opportunity Fund seeks to maximize capital appreciation by investing, on a long and short basis, primarily in US securities where there exist perceived opportunities for either long-term or short-term gain. While not a primary focus, the fund may also invest in non-US securities. GCM seeks to invest the assets of the fund aggressively in order to create the potential for greater returns. While risk is taken into consideration, risk mitigation is not a primary objective of the fund. At times, the investments of the fund may be highly concentrated, with one or more individual investment positions constituting as much as 10% to 20%, or more, of the portfolio. The fund generally has a “long” bias, however it may “go short” certain securities issued by companies where the firm believes the securities have the potential to experience significant price declines. Short positions may also be employed, along with options, for risk management purposes. The fund will utilize leverage in an effort to enhance returns and to take advantage of opportunities that may arise during periods of market turmoil, as well as for other purposes deemed appropriate by GCM.^	Finance
Brown University Brown University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Prudential-Bache Securities Canada Ltd.
Kestra Advisory Services LLC Kestra Advisory Services LLC Investment ManagersFinance KAS analyzes investment programs and products of third-party managers by reviewing the background of persons associated with the manager, the manager’s investment process, investment philosophy, methodology used within the program, and disclosure documents related to the program. The firm’s advisors perform their own research on securities and programs through third-party resources available to the public, and employ various forms of analysis such as charting, fundamental analysis, technical analysis and cyclical analysis.	Finance
Williams Jones Wealth Management LLC Williams Jones Wealth Management LLC Investment ManagersFinance Williams Jones generally invests client assets in equity securities of individual equity securities (stocks), fixed income securities (bonds and bond funds), mutual funds, ETFs and private investment funds. The firm’s investment approach generally focuses on long-term growth of client capital through proper asset allocation, growth and value equity management and active fixed-income management. Their investment process is composed of four main elements: asset allocation, equity management, fixed income management, and alternative investments.	Finance
Coastline Wealth Management, Inc. Coastline Wealth Management, Inc. Investment ManagersFinance Operates as a wealth management platform	Finance