Vincenzo Ursino, CAIA, has extensive experience in wealth management and alternative investments, currently serving in the Private Client Group at Phoenix Financial Services since October 2021. Prior to this role, Vincenzo worked as a Wealth Advisor and Alternative Investment Adviser at Wilmington Capital Securities from June 2015 to June 2022, and at Forefront Wealth Management from May 2013 to June 2015. Vincenzo holds a Bachelor of Science degree in Finance from Coastal Carolina University.