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Victor Manuel Soto
Plus aucun poste en cours
Profil
Victor Manuel Soto worked as an Executive Vice President & Manager at Brighthouse Investment Advisers LLC from 2015 to 2022.
Prior to that, he was an Investment Specialist at MSI Financial Services, Inc. from 2008 to 2011, a Senior Investment Analyst at First Command Financial Services, Inc. from 2011 to 2013, and a Portfolio Manager at 1st Global Advisors, Inc. from 2013 to 2015.
He also worked as a Principal at DF Institute LLC and The Boston Security Analysts Society, Inc. Additionally, he was a Professor at Bentley University.
Soto earned an undergraduate degree and an MBA from Bryant University.
Anciens postes connus de Victor Manuel Soto
| Sociétés | Poste | Fin |
|---|---|---|
Brighthouse Investment Advisers LLC
 Brighthouse Investment Advisers LLC Investment ManagersFinance BIA advises the Marquis Portfolios solely through the provision of asset allocation models. To develop and update the asset allocation models for the Marquis program, the firm currently follows the recommendations of an independent third-party consultant. From time to time, they may select a different consultant, to the extent permitted under applicable law. | Head-Equity Investments | 01/06/2022 |
1st Global Advisors, Inc.
 1st Global Advisors, Inc. Investment ManagersFinance 1st Global Advisors' investment philosophy is based on the principles of diversification and strategic asset allocation. The firm's platform of investment advisory services is referred to as Investment Management Solutions (IMS). Through IMS, clients have access to a wide range of investment products, including, but not limited to, mutual funds, ETFs, common and preferred stocks, municipal, corporate and government fixed income securities, unit investment trusts, certificates of deposit and alternative investments such as fund-of-funds hedge funds, structured investments and private equity. The investment management solutions offered through IMS include Ultra-Conservative, Conservative, Moderate, Growth, and Aggressive Growth. All IMS programs, except Core/Satellite model portfolios, offer access to fund-of-funds hedge funds, private equity and structured investments. For qualified clients, the firm offer access to other illiquid investment alternatives, such as non-publicly traded REITs and limited partnership interests. | Corporate Officer/Principal | 30/11/2015 |
First Command Financial Services, Inc.
 First Command Financial Services, Inc. Investment ManagersFinance FCFS takes a personalized approach to developing an asset management strategy by selecting investment portfolios that closely match client goals, tolerance for risk, and expectation for returns. | Corporate Officer/Principal | 30/06/2013 |
MSI Financial Services, Inc.
 MSI Financial Services, Inc. Investment ManagersFinance Profile Unavailable | Corporate Officer/Principal | 01/11/2011 |
The Boston Security Analysts Society, Inc.
 The Boston Security Analysts Society, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization for investment professionals | Corporate Officer/Principal | - |
Formation de Victor Manuel Soto
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
4
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Brighthouse Investment Advisers LLC
Brighthouse Investment Advisers LLC Investment ManagersFinance BIA advises the Marquis Portfolios solely through the provision of asset allocation models. To develop and update the asset allocation models for the Marquis program, the firm currently follows the recommendations of an independent third-party consultant. From time to time, they may select a different consultant, to the extent permitted under applicable law. | Finance |
MSI Financial Services, Inc.
MSI Financial Services, Inc. Investment ManagersFinance Profile Unavailable | Finance |
First Command Financial Services, Inc.
First Command Financial Services, Inc. Investment ManagersFinance FCFS takes a personalized approach to developing an asset management strategy by selecting investment portfolios that closely match client goals, tolerance for risk, and expectation for returns. | Finance |
1st Global Advisors, Inc.
1st Global Advisors, Inc. Investment ManagersFinance 1st Global Advisors' investment philosophy is based on the principles of diversification and strategic asset allocation. The firm's platform of investment advisory services is referred to as Investment Management Solutions (IMS). Through IMS, clients have access to a wide range of investment products, including, but not limited to, mutual funds, ETFs, common and preferred stocks, municipal, corporate and government fixed income securities, unit investment trusts, certificates of deposit and alternative investments such as fund-of-funds hedge funds, structured investments and private equity. The investment management solutions offered through IMS include Ultra-Conservative, Conservative, Moderate, Growth, and Aggressive Growth. All IMS programs, except Core/Satellite model portfolios, offer access to fund-of-funds hedge funds, private equity and structured investments. For qualified clients, the firm offer access to other illiquid investment alternatives, such as non-publicly traded REITs and limited partnership interests. | Finance |
DF Institute LLC
 DF Institute LLC Miscellaneous Commercial ServicesCommercial Services Provides educational and professional training services | Commercial Services |
Bentley University
 Bentley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Boston Security Analysts Society, Inc.
The Boston Security Analysts Society, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization for investment professionals | Commercial Services |
Bryant University
 Bryant University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
