Please Note:
This profile was automatically generated using 21 references found on the Internet. This information has not been verified. Learn more...
This profile was automatically generated using 21 references found on the Internet. This information has not been verified. Learn more...
View all 21 references Web References
-
1. FOLIOfn - Press Room
www.folioclient.com/content/pr - [Cached]Published on: 2/21/2007 Last Visited: 12/3/2007
"Our platform provides the efficient and flexible back-office support Brinker Capital needs to expand its managed account programs," explained Jim Vitalie, President of FOLIOfn Institutional. -
2. FOLIOfn - Press Room
www.foliofn.com/content/press/ - [Cached]Published on: 3/26/2001 Last Visited: 3/1/2003
FOLIOfn Names James S. Vitalie President of FOLIOfn Institutional FOLIOfn - Press Room
=">
About Us | Contact | Site Map | Help | FAQs | Search | Glossary Log in
...
FOLIOfn Names James S. Vitalie President of FOLIOfn Institutional
FOLIOfn NAMES JAMES S. VITALIE PRESIDENT OF FOLIOfn INSTITUTIONAL
(Vienna, VA) - March 26, 2001 - FOLIOfn today announced that James S. Vitalie has been named President of FOLIOfn Institutional, a business unit of FOLIOfn, Inc. that distributes institutional-grade products such as FOLIO AdvisorSM, the investment advisor version of FOLIO InvestingSM, to financial advisors, brokerages, and the institutional market.
Mr. Vitalie has an extensive background building businesses within the financial services industry. Prior to joining FOLIOfn, he was President and Chief Operating Officer for StatementOne, a New Jersey-based financial services company that provides data aggregation services to insurance companies, broker-dealers, banks, and other financial institutions. In this capacity, Mr. Vitalie was responsible for StatementOne's overall strategy, operational development, negotiation of partnership agreements, and capital development efforts.
Previously, Mr. Vitalie was President of Century Retirement and Wealth Management, a division of Century Business Services located in Cleveland, Ohio. While at Century, Mr. Vitalie was responsible for business integration; broker-dealer, registered investment advisor, wealth management and retirement plan products and services; and technology platforms and product development.
...
As President of FOLIOfn Institutional, Mr. Vitalie will lead FOLIOfn's efforts to further develop FOLIOfn Institutional and expand the reach of its products and services. Working with the strong management team already in place, Mr. Vitalie will work to enhance and market FOLIO Advisor and design other institutional products as sensible and attractive complements to the existing offerings of financial advisors, banks, credit unions, insurance companies, brokerages, and mutual fund companies.
FOLIO Advisor, introduced in January 2001, enables investment advisors to buy and manage entire personalized stock portfolios for clients in the same amount of time it would take to buy a single stock or mutual fund. FOLIO Advisor offers more than 120 model FOLIOs based on sectors, indexes, risk level, Wall Street Analyst recommendations, and other criteria. Investment advisors can customize those FOLIOs to meet their clients' specific needs by adding or subtracting stocks, update or rebalance FOLIOs with a click of the mouse, or build their own FOLIOs for clients. FOLIO Advisor also offers a unique, automated tax lot tracking system that lets advisors easily manage a client's capital gains and harvest tax losses, which can result in tax savings that can be used to offset advisory fees.
FOLIO Advisor delivers all statements and performance reports online (or in paper format, if needed) to maximize the time advisors can spend with clients rather than on paperwork. -
3. FOLIO Advisor
www.folioadvisor.com/instituti - [Cached]Published on: 3/26/2001 Last Visited: 1/23/2002
FOLIOfn Names James S. Vitalie President of FOLIOfn Institutional FOLIO Advisor
=">
Contact | About Us | Press Room | Site Map | FAQs | Help | Log in
...
Press Room: FOLIOfn Names James S. Vitalie President of FOLIOfn Institutional
FOLIOfn NAMES JAMES S. VITALIE PRESIDENT OF FOLIOfn INSTITUTIONAL
(Vienna, VA) - March 26, 2001 - FOLIOfn today announced that James S. Vitalie has been named President of FOLIOfn Institutional, a business unit of FOLIOfn, Inc. that distributes institutional-grade products such as FOLIO AdvisorSM, the investment advisor version of FOLIO InvestingSM, to financial advisors, brokerages, and the institutional market.
Mr. Vitalie has an extensive background building businesses within the financial services industry. Prior to joining FOLIOfn, he was President and Chief Operating Officer for StatementOne, a New Jersey-based financial services company that provides data aggregation services to insurance companies, broker-dealers, banks, and other financial institutions. In this capacity, Mr. Vitalie was responsible for StatementOne's overall strategy, operational development, negotiation of partnership agreements, and capital development efforts.
Previously, Mr. Vitalie was President of Century Retirement and Wealth Management, a division of Century Business Services located in Cleveland, Ohio. While at Century, Mr. Vitalie was responsible for business integration; broker-dealer, registered investment advisor, wealth management and retirement plan products and services; and technology platforms and product development.
...
As President of FOLIOfn Institutional, Mr. Vitalie will lead FOLIOfn's efforts to further develop FOLIOfn Institutional and expand the reach of its products and services. Working with the strong management team already in place, Mr. Vitalie will work to enhance and market FOLIO Advisor and design other institutional products as sensible and attractive complements to the existing offerings of financial advisors, banks, credit unions, insurance companies, brokerages, and mutual fund companies.
FOLIO Advisor, introduced in January 2001, enables investment advisors to buy and manage entire personalized stock portfolios for clients in the same amount of time it would take to buy a single stock or mutual fund. FOLIO Advisor offers more than 120 model FOLIOs based on sectors, indexes, risk level, Wall Street Analyst recommendations, and other criteria. Investment advisors can customize those FOLIOs to meet their clients' specific needs by adding or subtracting stocks, update or rebalance FOLIOs with a click of the mouse, or build their own FOLIOs for clients. FOLIO Advisor also offers a unique, automated tax lot tracking system that lets advisors easily manage a client's capital gains and harvest tax losses, which can result in tax savings that can be used to offset advisory fees.
FOLIO Advisor delivers all statements and performance reports online (or in paper format, if needed) to maximize the time advisors can spend with clients rather than on paperwork.
