James Francis Viceconte
Director of Investments at Citizens Securities, Inc.
Profile
James Francis Viceconte is currently the Head of Investment Product at Citizens Securities, Inc. He previously worked as a Managing Director at Citigroup Global Markets, Inc., a Managing Director & Portfolio Manager at AllianceBernstein LP, a Director at Salomon Smith Barney, a Vice President & Associate at JPMorgan Securities LLC, a Vice President at FBS Management, Inc., and a Vice President & Trader at Salomon Brothers, Inc. He also served as the Chief Investment Officer of Private Clients at FolioBeyond LLC.
Mr. Viceconte received his undergraduate degree from Fordham University and his MBA from The University of Chicago Booth School of Business.
James Francis Viceconte active positions
Companies | Position | Start |
---|---|---|
Citizens Securities, Inc.
Citizens Securities, Inc. Investment ManagersFinance Part of Citizens Financial Group, Inc. (Rhode Island), Citizens Securities, Inc. provides investment advice. The company is based in Johnston, RI. | Director of Investments | 2022-08-31 |
Former positions of James Francis Viceconte
Companies | Position | End |
---|---|---|
FolioBeyond LLC
FolioBeyond LLC Investment ManagersFinance FolioBeyond LLC is an asset management firm based in New York, NY. The private company utilizes advanced algorithms, artificial intelligence, and machine learning tools to build diversified portfolios, manage risk, deliver optimal returns, and provide customized asset management solutions for both fixed income and equity portfolios. FolioBeyond is a revolutionary investment technology platform bringing advanced algorithms to institutional investors, wealth managers, and investment advisors. Yung Lim has been the CEO of the company since 2017. | Portfolio Manager-Equities | 2022-08-31 |
Citigroup Global Markets, Inc.
Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Corporate Officer/Principal | 2008-12-31 |
Salomon Smith Barney | Corporate Officer/Principal | 2001-12-31 |
Salomon Brothers, Inc. | President | 1999-12-31 |
FBS Management, Inc.
FBS Management, Inc. Investment ManagersFinance Founded in 1998 by Gregory Frith, FBS Management, Inc. is a hedge fund manager located in York, Pennsylvania. The firm manages the FBS Investors Fund and the FBS Acorn Fund. | Corporate Officer/Principal | 1992-12-31 |
Training of James Francis Viceconte
Fordham University | Undergraduate Degree |
The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 8 |
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JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Finance |
Citizens Securities, Inc.
Citizens Securities, Inc. Investment ManagersFinance Part of Citizens Financial Group, Inc. (Rhode Island), Citizens Securities, Inc. provides investment advice. The company is based in Johnston, RI. | Finance |
Citigroup Global Markets, Inc.
Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Finance |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Finance |
FBS Management, Inc.
FBS Management, Inc. Investment ManagersFinance Founded in 1998 by Gregory Frith, FBS Management, Inc. is a hedge fund manager located in York, Pennsylvania. The firm manages the FBS Investors Fund and the FBS Acorn Fund. | Finance |
Salomon Brothers, Inc. | Finance |
Salomon Smith Barney | Finance |
FolioBeyond LLC
FolioBeyond LLC Investment ManagersFinance FolioBeyond LLC is an asset management firm based in New York, NY. The private company utilizes advanced algorithms, artificial intelligence, and machine learning tools to build diversified portfolios, manage risk, deliver optimal returns, and provide customized asset management solutions for both fixed income and equity portfolios. FolioBeyond is a revolutionary investment technology platform bringing advanced algorithms to institutional investors, wealth managers, and investment advisors. Yung Lim has been the CEO of the company since 2017. | Finance |
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