Vincent’s career in the financial services industry has been distinguished by a broad foundation of knowledge and experience in the capital markets and wealth management. As President, Vincent works with all clients and is responsible for the strategic direction of the firm and delivering the firm’s services to clients. As Chief Investment Officer, his primary role is investment research, process and portfolio construction.
Prior to founding the firm in 2005, he was a Senior Vice President, Portfolio Manager and Trust Officer at Morgan Stanley and a Managing Director, Senior Investment Management Consultant and Portfolio Manager at US Bancorp Piper Jaffray.
Prior to the development of his individual client practice, he served institutional clients, hedging and arbitraging U.S. Government securities from the trading floor of the Chicago Board of Trade for a primary dealer trading directly with the Federal Reserve System during the historic 1980’s bear market in bonds.
Vincent has been an individual member of one of the world’s largest financial exchanges, the Chicago Mercantile Exchange, where he traded exclusively for his own account. Vincent was in the S&P 500 futures trading pit on October 19, 1987, during the record 22 percent one-day stock market decline.
From 1986 to 2000, Vincent wrote and taught the class, How to Become the CEO of Your Investment Portfolio, for executive programs at Thunderbird School of Global Management, The University of Arizona Extended University, Northern Arizona University and the University of Phoenix.
Vincent and Jennifer reside in the Valley and together they are the proud parents of a commissioned US Naval Officer and four other wonderful adult children and are active in their church.
