Vincent Joseph Stefano

Vincent Joseph Stefano

Portfolio Manager-Equities at Wolff Wiese Magana LLC

Finance
Consumer Services

Profile

Mr. Vincent J.
Stefano is a Portfolio Manager & Wealth Advisor at Wolff Wiese Magana LLC.
Mr. Stefano is primarily responsible for managing client assets in the firm’s New Innovations Portfolio, adhering to a disciplined investment process with risk management controls.
Prior to joining WWM Financial in January 2013, he had worked for Crowell Weedon.
Mr. Stefano has worked in the Financial Services industry since 1983 and has been actively managing growth stock portfolios on a discretionary basis since 1992 as President of Fred Alger Asset Management in San Francisco.
Throughout his career as a buy-side equity analyst and portfolio manager, Mr. Stefano has focused on New Innovation companies, predominantly smaller to mid-capitalization in size with a strong bias toward healthcare, technology and retail.
In 1999 as a founding Principal / Portfolio Manager of Viewpoint Investment Partners, he was responsible for managing and growing assets under management in addition to developing numerous risk management tools for the firm’s long/short limited partnerships.
Mr. Stefano received his Bachelor of Arts in History from Canisius College in 1978.

Vincent Joseph Stefano active positions

CompaniesPositionStart
Portfolio Manager-Equities 2012-12-31
All active positions of Vincent Joseph Stefano

Former positions of Vincent Joseph Stefano

CompaniesPositionEnd
Chief Investment Officer 2010-11-30
Analyst-Equity -
See the detail of Vincent Joseph Stefano's experience

Training of Vincent Joseph Stefano

Canisius College Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Vincent Joseph Stefano's experience

Connections

12

1st degree connections

4

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies3

Finance

Finance

Finance

See company connections
  1. Stock Market
  2. Insiders
  3. Vincent Joseph Stefano
-40% Limited Time Offer: Our subscriptions help you unlock hidden opportunities.
SIGN UP NOW