John Turcik is a skilled expert, who works in Vernal Point Advisors main office of which is in 1096. on the position of Director of Portfolio Management from 2018. This expert gained professional experience in more than four positions at different companies. John Turcik went to the The Wharton School and was studying there from 2015 to 2017. This professional has the following qualifications: Certified Private Wealth Advisor® (Cpwa®). San Francisco, California is the area, where the professional was lastly known to settle. The person's email address and phone are accessed through this website on demand.
Name variants:
Johnn Turcik,
Jon Turcik,
Jack Turcik,
Jackie Turcik,
Jacky Turcik,
Johnny Turcik
Last updated May 22, 2024
Contact Information
Last Update
Jun 30, 2022
Email
jt**@veritablelp.com, jo**@gmail.com
Location
San Francisco, CA
Company
Vernal Point Advisors
Workplace
Director of Portfolio Management
Work History
Director of Portfolio Management
235 Montgomery St #1120, San Francisco, CA 94104
As Director of Portfolio Management, I lead the day-to-day implementation of each client’s tax-optimized custom investment strategy. I work closely with the firm’s wealth strategy, investmen...
from Oct 2018
Portfolio Manager
6022 west Chester Pike, Newtown Square, PA 19073
Jul 2005 — Oct 2018
Teaching Assistant - Econometrics
500 College Ave, Swarthmore, PA 19081
Sep 2004 — Jun 2005
Education
Occupations
Executive
Director
Financial Broker
Portfolio Manager
Operations Manager
Investment Analyst
Financial Analyst
Skills
Alternative Investments
Hedge Funds
Portfolio Management
Bloomberg
Fixed Income
Equities
Asset Allocation
Asset Management
Mutual Funds
Investment Management
Investments
Wealth Management
Fund of Funds
Valuation
Financial Modeling
Strategic Data Analysis
Strategic Planning
Cross Functional Team Leadership
FAQs about John Turcik
What is the profession of John Turcik?
This professional's job is Director of Portfolio Management
What are the profession of The expert?
These person's professions are Executive and Director
Where is John Turcik currently located?
John Turcik is located in San Francisco, California.
What is the expert's email?
The expert's email is jt**@veritablelp.com and jo**@gmail.com.
Where did John Turcik work?
This person worked at Vernal Point Advisors, Veritable, Lp.
What education does John Turcik have?
John studied at the Wharton School from 2015 to 2017.
Are there any professional certifications John Turcik has?
The expert received the following certifications: Certified Private Wealth Advisor® (Cpwa®).
What is professional industry that John Turcik worked in?
John works in Investment Management industry.