Why a CFA Charterholder?

 

Complexity

Technical

Competence

Ethical Conduct

Andrew Almeida, CFA, CFP

CEO & Portfolio Manager

andrew@almeidainvestments.com

Phone: 631-346-6122

EXPERIENCE

 

Almeida Investment Management – CEO

Outsourced CIO and Private Wealth Advisor

 

City National Rochdale – Associate Portfolio Manager

Management of $1.25 Billion in High Net Worth Assets
 

Advisors Asset Management – Fixed Income Consultant 
Consultant to private wealth advisors in structuring fixed income portfolios. 

JPMorgan – Private Equity Fund Services  

Administrator to $1billion+ in private equity pension investments

 

JPMorgan – Personal Banker

Full-service banker covering client’s credit, investments, deposits, and real estate.

Global Fund Exchange - Hedge Fund Analyst Intern

 

Need more details? Contact us

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Almeida Investments does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Almeida Investments be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Almeida Investments] or an Almeida Investments authorized representative has been advised of the possibility of such damages.

In no event shall Almeida Investment Management LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Almeida Investments. The Chartered Financial Analyst Designation is  trademarked and owned by CFA Institute.