VANTAGE FINANCIAL GROUP, INC. of CLEVELAND, OH is an SEC-registered investment adviser (CRD 105950). Regulatory assets under management: $866.9M.
Compensation: % of AUM, Hourly, Fixed, Commissions.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
Showing 25 of 36 people.
| Name | Role | Location |
|---|---|---|
| Greg Robinson | CFO | Raleigh, NC |
| William Matthew Mccormick | PRESIDENT/CHIEF EXECUTIVE OFFICER | — |
| Suzanne Aerni | OWNER | — |
| Michelle Bearducci | OWNER | — |
| Vincent Michael Berardinelli | OWNER | — |
| Michael Thomas Bearducci | EXECUTIVE VICE PRESIDENT/SECRETARY | — |
| Joseph Charles Kean | CHIEF OPERATING OFFICER | — |
| Michael Francis Cleary | OWNER | — |
| George Daniel Smith | OWNER | — |
| Jennifer Lynn Soltis | CHIEF COMPLIANCE OFFICER | — |
| SZERETVAI GEORGE GYULA | CEO; CHAIRMAN; CHAIRMAN/MANAGING PARTNER | — |
| TAYLOR AUTUMN ANN | CHIEF COMPLIANCE OFFICER; SENIOR VICE PRESIDENT; SENIOR VICE PRESIDENT/CHIEF OPERATIONS OFFICER/DIRECTOR | — |
| BROWN KEITH ALAN | TREASURER | — |
| HICKS MARK WAYNE | CORPORATE SECRETARY | — |
| UHLE MARTIN JOHN | PRESIDENT; PRESIDENT/CEO | — |
| MCCORMICK WILLIAM MATTHEW | PRESIDENT; PRESIDENT/CEO; PRESIDENT/CHIEF EXECUTIVE OFFICER (+2 more) | — |
| CLEARY JAMES FRANCIS | OWNER | — |
| BURKE DANIEL JAMES | CONTROLLER | — |
| RITVO ALAN DAVID | CHIEF COMPLIANCE OFFICER | — |
| SMITH JACOB DANIEL | OWNER | — |
| SZERETVAI PETER GEORGE | OWNER | — |
| AERNI SUZANNE | BOARD MEMBER; OWNER | — |
| SZERETRAI MICHELLE | OWNER | — |
| BERARDINELLI VINCENT MICHAEL | OWNER | — |
| BHATT MANISH B | CFO/TREASURER | — |