John Carvalho
Head-Equity Investments at Parcion Private Wealth LLC
Profile
Mr. John D.
Carvalho, CFA, is a Head of Research & Analytics at Parcion Private Wealth LLC.
Mr. Carvalho was previously employed as a Chief Investment Officer by Perkins Coie LLP and a Chief Investment Officer by Moss Adams Wealth Advisors LLC.
He Graduate of the University of Washington's Foster School of Business: Economics and Finance.
John Carvalho active positions
| Companies | Position | Start |
|---|---|---|
Parcion Private Wealth LLC
 Parcion Private Wealth LLC Investment ManagersFinance Parcion Private Wealth LLC (PPW) is an independent registered investment adviser and wealth management firm founded in 2019. Headquartered in Bellevue, Washington, the firm provides investment advisory services to individuals, trusts, estates, corporations and business entities. | Head-Equity Investments | 2022-12-31 |
Former positions of John Carvalho
| Companies | Position | End |
|---|---|---|
Perkins Coie LLP
 Perkins Coie LLP Miscellaneous Commercial ServicesCommercial Services Perkins Coie LLP provides corporate, commercial litigation, and intellectual property legal services. Its practice areas include business law, environment and natural resources, estate planning and trust services, finance, intellectual property, labor and employment, litigation, product liability, real estate and land use, regulatory and government affairs, and taxation. The company was founded in 1912 and is headquartered in Seattle, WA. | Chief Investment Officer | 2019-06-30 |
Moss Adams Wealth Advisors LLC
 Moss Adams Wealth Advisors LLC Investment ManagersFinance Moss Adams Wealth Advisors LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm is a wholly owned subsidiary of Moss Adams Financial Services LLC, which is wholly owned by Moss Adams LLP, a national public accounting and consulting firm. Moss Adams Wealth Advisors generally provides investment advice to high-net worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Chief Investment Officer | 2017-12-31 |
Training of John Carvalho
| University of Washington | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Parcion Private Wealth LLC
Parcion Private Wealth LLC Investment ManagersFinance Parcion Private Wealth LLC (PPW) is an independent registered investment adviser and wealth management firm founded in 2019. Headquartered in Bellevue, Washington, the firm provides investment advisory services to individuals, trusts, estates, corporations and business entities. | Finance |
Perkins Coie LLP
Perkins Coie LLP Miscellaneous Commercial ServicesCommercial Services Perkins Coie LLP provides corporate, commercial litigation, and intellectual property legal services. Its practice areas include business law, environment and natural resources, estate planning and trust services, finance, intellectual property, labor and employment, litigation, product liability, real estate and land use, regulatory and government affairs, and taxation. The company was founded in 1912 and is headquartered in Seattle, WA. | Commercial Services |
Moss Adams Wealth Advisors LLC
Moss Adams Wealth Advisors LLC Investment ManagersFinance Moss Adams Wealth Advisors LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm is a wholly owned subsidiary of Moss Adams Financial Services LLC, which is wholly owned by Moss Adams LLP, a national public accounting and consulting firm. Moss Adams Wealth Advisors generally provides investment advice to high-net worth individuals and families and their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
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