Completed Acquisition Announced by Charles Vista LLC
This press release informs the readers about Charles Vista LLC. a leading and reputable Broker Dealer and Investment Banking firm offering financial and related services to both institutions and individuals.
Online PR News – 16-February-2011 –Charles Vista LLC, is a FINRA licensed full service Broker Dealer that will offer services in Investment Banking covering a full array of financial services to both high net worth investors and institutions. It was formed after the complete acquisition of DC Evans & Company by GJL Holdings LLC
Gregg Lorenzo, Founder, Charles Vista LLC showed confidence in his team who, he believed, is capable of turning the firm into one of the premier Wealth Management service providing and Investment Banking firms on Wall Street. Gregg has a long illustrious career tat he began at the age of 19 years as a licensed Registered Representative. He was appointed a member of the Chairman's Club in 2003 and later even went on to head up the entire retail division. The process of companies developing from their infantile stages to those of an established and prosperous company fascinated Gregg. As a Managing Director of an Investment Banking firm, he was able to hone his Investment Banking skills, which has ultimately resulted into the formation of Charles Vista LLC. Gregg envisions making the firm a world class organization by bringing together the most talented, driven, and successful professionals in the industry.
Among the noteworthy appointments made at Charles Vista LLC are Mr. Michael Molinaro as the Chief Compliance Officer and Mr. Francis Lorenzo as the Managing Director of Investment Banking, both seasoned veterans of the securities business. Michael brings with him 15-years of experience in the financial services industry He holds a Bachelors of Science in Computer Science from Staten Island College and is known for his interpersonal skills and the strength of the relationships with the Registered Representatives with whom he works. Francis Lorenzo has over 22 years of experience in the Capital Markets and financial services industry. He holds a Bachelors of Arts in Economics and Political Science from the University of Colorado
Charles Vista LLC is a growing Broker Dealer and Investment Banking firm and is a Member of the FINRA/SIPC. With growing team of expert financial consultants, the firm offers financial and related services to both institutions and high net worth individuals. The firm aims at providing both private and public companies access to capital through their clients. For more information on the firm, please visit www.charlesvista.com
Copyright 2014 Online PR Media | PO Box 5043 | La Quinta, CA 92248