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CFA Institute Member Profile

Vincent Rossi

SCOTTSDALE, AZ, USA
  • Postal Code
    85254
  • Contact Information
    www.intelligentcapitalworks.com
  • Societies
    CFA Society Phoenix
  • Professional Profile
    Current Employer: ICW Investment Advisors LLC dba Intelligent Capitalworks Job Title: President Job Function: Chief Investment Officer (CIO)
  • Financial Adviser Profile
    Scope of Advisement: Estate Planning · Investment Management · Philanthropy · Retirement Planning Minimum Account Size: 1000000 Dollar Company Assets Under Management: < 250 million

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