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23 Jul 2018 New York
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Management Team

Todd G. Everts, CFS
President & Chief Executive Officer

Mr. Everts is a certified Fund Specialist (CFS) and holds a Series 7, 24, 63, 65; New York State Life, Accident and Health, and Variable Annuities licenses and was also a member of the National Association of Life Underwriters and is currently a member of the Institute of Certified Fund Specialists. Mr. Everts held two former board seats with the Financial Planning Association (FPA) formerly known as the International Association for Financial Planning (IAFP) broker dealer division (Chairman 2001, 2002) and International Advisory Chapter expansion. He was elected to the Board of Arbitrators for the NASD Regulation, Inc. (National Association of Securities Dealers, Inc.) from 1999 to 2006.

He is frequently quoted in domestic and international newspapers and featured on television, including guest commentary on BBC, Bloomberg Television, CNN, and co-hosting of CNBC Asia’s Squawk Box. He is a regular speaker at conferences worldwide.

Lord Ancheta
Managing Director

Lord Ancheta is an experienced private banker from Deutsche Bank AG’s Private Wealth Management Group, where he was responsible for a USD 40M portfolio for high net worth clients and institutions engaged in mutual funds, hedge funds, leveraged structured products, credit derivatives, FX margin, and asset swaps. He earned his Bachelor of Arts (Honors) in International Business and Management Studies from the European Business School in London, UK with a specialization in Economics. Mr. Ancheta also spent semesters abroad at the Universidad Del CEMA, Buenos Aires, Argentina and Berkeley College, New York,and has further undertaken an advanced corporate finance course at New York University. His role focuses on sales and trading, investment analysis, structured lending, capital introductions, business development and overall relationship management.

Alan Norman, CA
Senior Vice President - Pacific Rim

Mr. Norman is a highly motivated, disciplined and focused Chartered Accountant with a full range of financial and managerial skills obtained at executive level. Before entering the financial services industry, he held senior financial positions with three major South African listed companies, namely Darling and Hodgson, The Mc Carthy Group and Hunt Leuchars & Hepburn, which is now jointly owned by the international pulp and paper giants Sappi and Mondi. His interest and entry into the financial services industry stemmed from his early perception that there was a tremendous opportunity for improvement in the quality of advice being presented by financial intermediaries. He successfully used his financial background to enhance his own sales performance and has specialized in providing his clients with a comprehensive range of sophisticated financial services at both corporate and personal levels.

He has lived and worked as an IFA in a number of different countries and built up an extensive resume of international financial experience. He is responsible for advising numerous institutional investors regarding alternative investments.  

Edward Ketterer
Senior Vice President

Mr. Ketterer has over 20 years of experience in financial services. His extensive experience includes advising and managing a total of USD 100 million over his working life.

He owned and operated a franchise of RetireInvest Pty Limited for 10 years in Australia. He was also an investment manager for Sun Hung Kai Fund Management Ltd, a manager for CitiBank N.A. – Private Banking, and a registered consultant for Shearson Lehman Brothers Inc. in Hong Kong.

In the U.S. he was a registered representative for Value Line Securities Inc. and the Vice President of Marketing for Receivable Funding Corporation.

He has held a Series 6, 7, and 63 including New York State Life Insurance and Variable Annuities License. In Australia he completed the Diploma of Financial Planning – Sections 1, 2, 3, 4, 6 and became PS 146 compliant. He has been an associate of the Financial Planning Association of Australia. In Hong Kong he completed the Hong Kong Securities and Futures Commission papers 1, 7, and 8 including the Insurance Intermediaries Qualifying Examination papers 1, 3, 5 and MPF paper 4.

Mr. Ketterer graduated from New York University with an Associate’s Degree.

Leo Almeda
Senior Vice President


Mr. Almeda graduated from the University of Sydney, with a degree in Economics. Prior to joining Wall Street Global, he was positioned in London with Canadian Imperial Bank of Commerce (CIBC) involved with proprietary trading of government bonds. He spent the first half of his career life in Sydney, Australia. He started as a trainee treasury trader with Barclays Bank, and moved on to become a fixed income portfolio manager at Swiss Bank Corporation (now merged with Union Bank of Switzerland, UBS).  Leo returned to trading by moving to Merrill Lynch in Sydney as a price maker in Australian government bonds before being transferred to London, where he spent another five years with Merrill Lynch. He held the position of risk manager and was in charge of trading the Aussie and NZ dollar government bonds for European institutional clients.

In between his last posting in the financial markets and joining Wall Street Global, Leo returned to work in his family business converting a family plantation into a residential-commercial subdivision. 

David P Veniskey, CPA
Comptroller

Mr. Veniskey is a partner with the Rochester based accounting/consulting firm of Eldredge, Fox & Porretti LLP, a regional CPA firm of over 80 professionals. His areas of expertise include Personal and Business Tax Planning, Estate and Family Planning, International Tax Planning, Transaction Planning and Strategies and Strategic / Business Consultation. Mr. Veniskey’s professional affiliations include the American Institute of Certified Public Accountants (AICPA), the New York State Society of Certified Public Accountants (NYSSCPA) including activity at a board level on two sub committees, a member of the Financial Planning Association (FPA) formerly the Internal Association for Financial Planning (IAFP) and Estate Planning Council of Rochester. His community affiliations include Treasury roles on several areas non-profit and Foundation boards. Mr. Veniskey has a Bachelor’s degree in Accounting from St. John Fisher College.

Jon Alamis
General Counsel


Mr. Alamis brings extensive exposure in the fields of corporate, contract and securities laws. He has been involved in a wide variety of practice areas, including project finance, mergers and acquisitions, corporate restructuring, formation of businesses, and general corporate matters. Prior to joining Wall Street Global, Mr. Alamis has served as corporate secretary to several multinational and publicly listed companies, while serving as counsel to direct foreign investors.

He mastered his craft in corporate and contract law through the negotiation and documentation of transactions involving diverse industries, including the pharmaceutical, retail and banking industries. His securities practice involves, among others, exempt securities transactions, asset securitization, securities litigation, advising on initial public offerings, securing regulatory licenses for listed and public companies, and securing regulatory approval for the public distribution of various types of securities.

Mr. Alamis holds a Juris Doctor Degree from the Ateneo Law School.

Carol Dueñas
Director - Compliance and Risk Management

Ms. Duenas established and maintains an effective compliance program for the company. She provides an oversight to the group of companies’ operations with regard to applicable anti-money laundering rules and regulations. Prior to joining Wall Street Global, Ms. Dueñas was an associate of the Villaraza & Angangco Law Offices where she specialized in corporate and business law. As a corporate lawyer, she handled general corporate work for various clients, including negotiation, review and drafting of contracts, preparation of legal opinions, and discharging corporate secretarial functions. She has extensive experience in dealing with and appearing before administrative and regulatory bodies such as the Securities and Exchange Commission.

Prior to her engagement with Villaraza, she was an associate of the Quisumbing Torres Law Offices, a member firm of Baker & McKenzie International, wherein she specialized in civil and criminal litigation. She was part of the firm’s Litigation Practice Group and handled cases involving intra-corporate disputes, corporate rehabilitation, family law, labor disputes, airline cases and appellate practice.

Ms. Dueñas obtained her Juris Doctor Degree with honors from the Ateneo Law School.  

Melody R. Yamsuan
Marketing and Communications Manager

Ms. Yamsuan is responsible for the development and implementation of the company’s marketing strategies, raising the company’s profile and its successes. She is an experienced innovative sales and marketing professional with key domestic and international experience in penetrating new markets, expanding existing accounts, and boosting point profits. Formerly the Corporate Sales Manager for Northwest Airlines, she worked progressively in sales positions and excelled at retaining corporate clients through savvy communication, cost-effective programming, and development of highly innovative and successful campaigns and events.

She was the Sales and Marketing Director of Les Aliments M&M – NDG Montreal, Quebec, Canada. She had marketing and sales oversight responsibilities for Les Aliments M&M. She developed company branding and worked with graphic designers and writers to design and produce effective marketing collateral.

Ms. Yamsuan was born and raised in Taiwan. She studied in Montreal, Quebec, Canada and holds a Bachelor’s degree in Commerce major in Business Management.

 

ADVISORY BOARD

Benjamin C. Sevilla
(former Chief Operations Officer of Wall Street Global)

Mr. Sevilla brings to WSG over 18 years of experience in CEO capacities in the fields of banking, telecommunications and technology. He was formerly Executive Vice President of Broadband Philippines, and CEO for Bank of Boston in the Philippines, where his primary responsibilities included direct control of the bank's US $220 million loan portfolio and management of the region's investment banking, private banking and risk review units. Earlier in his career, he was Vice President for National Westminster Bank in London and New York City, where he controlled their US bank relationships, including Citibank, AT&T, IBM and Bank of Boston. Other notable credentials include Assistant Vice President of Philadelphia National Bank and past Chairman of the Offshore Bankers Association of the Philippines. Mr. Sevilla's education includes a BA in Economics from De La Salle University, The Wharton School of the University of Pennsylvania and Columbia University, NY.  

Nancy Neumann
Vice President of Baccarat, Inc.

Ms. Neumann has held numerous positions in luxury goods marketing companies targeting high net worth individuals around the world. She has extensive experience in the areas of brand positioning, target audience strategy and direct response database marketing as both a seasoned practitioner in and consultant to many luxury goods firms (such as Steuben and Cartier). Prior to Baccarat, Ms. Neumann was Vice President of Sales & Marketing for both F. Schumacher & Co. and Steuben, a division of Corning Incorporated. She also served as Chief Executive Officer of Brielle Galleries, where she introduced Brielle’s online gift portal, enabling corporations to purchase luxury corporate gifts over the Internet. Ms. Neumann holds board level positions with the Martha Graham Guild and the YWCA of New York. She graduated from Miami University with a B.A. in Marketing. 

 

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Top 10 Reasons to Choose Wall Street Global



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