The Black Swans Podcast22 Joulu 2020

Confessions of an Allocator: Special Guest Vanessa Wieliczko

Vanessa Wieliczko is the Director of Investments for HoyleCohen Wealth Management, overseeing $2.5 billion in AUM, and serving in the leadership of an RIA with 49 employees, and offices in San Diego, Santa Monica, Sacramento & Phoenix. She leads the firm's Investment Committee, helping to define future growth and development of investment management strategies. Under Vanessa's leadership, the firm has developed a robust investment platform that offers both traditional investment approaches along with a host of alternative strategies designed to offer substantial but secure income, better downside protection and enhanced opportunity for growth.

Driven in pursuit of excellence, Vanessa holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Certified Financial Planner™ (CFP®) designations. She has a Bachelor's Degree in Business Management from Boston University's School of Management with a concentration in International Finance.

She's currently serving her second term as President of the CFA Society San Diego, a group of approximately 550 financial professionals.

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Jaksot(21)

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The Evolution of Indexing: Special Guest Joy Yang

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Hedge Fund Activism: Special Guest Nicole Boyson

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Taking Risks, Business Confidence, and Adversity: Special Guest Velera Wilson

Not only is Velera Wilson a strategic driver for top brands worldwide and the founder of Positive Identity, a company inspires and equips women to own their greatness; she's also the author of a new b...

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