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David Cicco Email & Phone Number
Team Lead | Senior Trading Associate
at
Alpaca
1 work email found
@forvis.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Team Lead | Senior Trading Associate
Location
United States, United States, United States
Company size
Who is David Cicco? Overview
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Quick answer
David Cicco is listed as Team Lead | Senior Trading Associate at Alpaca, a company with 311 employees, based in United States, United States, United States. AeroLeads shows a work email signal at forvis.com and a matched LinkedIn profile for David Cicco.
David Cicco previously worked as VP, Investment Operations at Finemark National Bank & Trust and Portfolio Manager at Forvis. David Cicco holds Master Of Business Administration - Mba from University Of Florida - Warrington College Of Business.
Company email context
Email format at Alpaca
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{first}.{last}@forvis.com
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Profile bio
About David Cicco
David Cicco is a Team Lead | Senior Trading Associate at Alpaca. He possess expertise in financial services, public speaking, management, asset allocation, investment management and 7 more skills. He is proficient in Spanish.
Listed skills include Financial Services, Public Speaking, Management, Asset Allocation, and 8 others.
Current workplace
David Cicco's current company
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Alpaca
8 roles · 10 years
David Cicco work experience
A career timeline built from the work history available for this profile.
Vp, Investment Operations
Current
May 2024 - Present
Portfolio Manager
FORVIS Private Client is the brand new name of the combined DHG Wealth Advisors and BKD Wealth Advisors firm. As a Portfolio Manager of the southeastern region, I worked under the Southeast Regional Leader & Investment Policy Committee Vice Chair in his efforts to set the direction for FORVIS Private Client's investment methodology and client solutions.
Jun 2022 - Jan 2024
Trading Manager
Prior to serving as a Portfolio Manager, I was a Trading Manager where I managed firm centralized trading and front office investment operations on behalf of the Chief Investment Officer.
Apr 2021 - Jun 2022
Associate Portfolio Manager
- Managed client portfolio trading, prospect/proposal report creation, and from office operational support in Envestnet Tamarac for Portfolio Managers in the northeastern region and former People's United Advisors And.
- Updated and maintained client portfolios which includes the management of liquidity needs, client-specific restrictions, and overall positioning relative to client investment objectives.
- Created daily alerts for Portfolio Managers to track excess cash, short cash, debit balances, model deviation, non-model securities, and newly opened or closed accounts. Traded accounts for advisors using these alerts.
- Participated and led client meetings in conjunction with the advisory team. Utilized broad knowledge of the industry and firm investment strategy to educate prospective and current clients on their current portfolio.
Apr 2020 - Apr 2021
Investment Analyst
Worked with the client advisory team to construct client reports for prospects and current client meetings. Created transition reportsfor prospective clients to show demonstration of potential capital gains, risk reduction, and increased diversification.Monitored factor exposure, liquidity, and other risk characteristics of the top-down portfolio and make.
May 2019 - Apr 2020
Consultant
Provided operational expertise for the broker/dealer transfer of high AUM firms and financial advisors to Raymond James.Successfully passed FINRA Series 7 license.
Apr 2017 - Sep 2018
Associate
Provided investment and retirement support for workplace retirement solutions.
2016 - 2017
~1 yr
3 education records
David Cicco education
Master Of Business Administration - Mba
Master'S Degree, Finance
Bachelor Of Arts (B.A.), Public Administration
FAQ
Frequently asked questions about David Cicco
Quick answers generated from the profile data available on this page.
What company does David Cicco work for?
David Cicco works for Alpaca.
What is David Cicco's role at Alpaca?
David Cicco is listed as Team Lead | Senior Trading Associate at Alpaca.
What is David Cicco's email address?
AeroLeads has found 1 work email signal at @forvis.com for David Cicco at Alpaca.
Where is David Cicco based?
David Cicco is based in United States, United States, United States while working with Alpaca.
What companies has David Cicco worked for?
David Cicco has worked for Alpaca, Finemark National Bank & Trust, Forvis, Wilmington Trust, and Raymond James.
How can I contact David Cicco?
You can use AeroLeads to view verified contact signals for David Cicco at Alpaca, including work email, phone, and LinkedIn data when available.
What schools did David Cicco attend?
David Cicco holds Master Of Business Administration - Mba from University Of Florida - Warrington College Of Business.
What skills is David Cicco known for?
David Cicco is listed with skills including Financial Services, Public Speaking, Management, Asset Allocation, Investment Management, Research, Strategic Planning, and Time Management.
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