Vanessa Wieliczko, Cfa, Caia, Cfp®
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Vanessa Wieliczko, Cfa, Caia, Cfp® Email & Phone Number

Chief of Staff at Focus Partners Wealth
Location: Boston, Massachusetts, United States 5 work roles 2 schools
1 work email found @hoylecohen.com 2 phones found area 617 and 858 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email v****@hoylecohen.com
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Focus Partners Wealth
Role
Chief of Staff
Location
Boston, Massachusetts, United States
Company size
38 employees

Who is Vanessa Wieliczko, Cfa, Caia, Cfp®? Overview

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Quick answer

Vanessa Wieliczko, Cfa, Caia, Cfp® is listed as Chief of Staff at Focus Partners Wealth, a company with 38 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at hoylecohen.com, phone signal with area code 617, 858, and a matched LinkedIn profile for Vanessa Wieliczko, Cfa, Caia, Cfp®.

Vanessa Wieliczko, Cfa, Caia, Cfp® previously worked as Chief Investment Officer, Partner at Hoylecohen, Llc and Director of Investments at Hoylecohen, Llc. Vanessa Wieliczko, Cfa, Caia, Cfp® holds Bs, Business Administration And Management, General - Concentration In International Finance from Boston University - School Of Management.

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Email format at Focus Partners Wealth

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*@hoylecohen.com
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AeroLeads found 1 current-domain work email signal for Vanessa Wieliczko, Cfa, Caia, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Vanessa Wieliczko, Cfa, Caia, Cfp®

Chief Investment Officer overseeing more than $3 billion in AUM, serving in leadership of an RIA with more than 60 employees, offices in San Diego, Santa Monica, Sacramento & Phoenix; President of CFA Society San Diego 2017-2021, representing 550+ financial professionals. Winners of the CFA Institute “Most Outstanding Society” in the 350-1,000 Member Category for 2019; Mother to three boys, ages 7, 5, and 3; Obtained Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Certified Financial Planner (CFP) designations all before turning 30; Selected by RIA Intel as Winner of “Rising Stars of the Year” Award in 2022; Selected for the 2017 Investment News 40 Under 40 List*; Selected by San Diego Business Journal as Winner for their “40 Next Top Business Leaders Under 40” in 2020*, and Finalist for their “Emerging Generation: 25 in their 20's” in 2013*.*AWARD DISCLOSURES listed below in Honors and Accomplishments

Listed skills include Investments, Wealth Management, Portfolio Management, Due Diligence, and 19 others.

Current workplace

Vanessa Wieliczko, Cfa, Caia, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Focus Partners Wealth
Focus Partners Wealth
Chief of Staff
Boston, MA, US
Website
hoylecohen.com
Employees
38
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Company profile
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5 roles

Vanessa Wieliczko, Cfa, Caia, Cfp® work experience

A career timeline built from the work history available for this profile.

Chief Investment Officer, Partner

Current
Hoylecohen, Llc

San Diego, California, United States

  • Oversee all aspects of Investment Management at HoyleCohen including:
  • Diligence & Research
  • Portfolio Management & Trade Execution
  • Performance Measurement
  • Education & Outreach for advisors and clientsServe as the Chair of the Investment Committee, and member of the firm's Leadership Team.HoyleCohen is a premier independent wealth management firm acting as a fiduciary and.
Jan 2021 - Present

Director Of Investments

Hoylecohen, Llc

San Diego, CA

  • Oversee all aspects of Investment Management at HoyleCohen including:
  • Diligence & Research for core models of mutual funds, ETFs & customized structured products, and satellite programs including several municipal bond SMA programs, and a host of private funds investing in real estate.
  • Portfolio Management & Trade Execution
  • Performance Measurement
  • Education & Outreach for advisors and clients
  • General Investment Operations
Feb 2014 - Jan 2021

Investment Analyst

Hoylecohen, Llc

San Diego, California

  • Conducted research integral to the portfolio management process, including core-portfolio look-through allocation, security performance screens, portfolio performance attribution, analyst reviews, and meetings with.
  • Implemented Morningstar Direct an integral source of analysis and performance review for traditional assets
  • Managed bi-annual firm-wide rebalance of core portfolios, including account audit preparation process and implementation impacting ~$300m in assets and 8,000 trades per rebalance
  • Became advanced user of Morningstar Direct, Morningstar Principia, Tamarac Advisor Xi Suite (Advisor Rebalancing, Advisor View, Advisor CRM)Mark Delfino, CEO and Managing DirectorPress Release: HoyleCohen's Vanessa.
Oct 2010 - Feb 2014

Client Relationship Manager

Hoylecohen, Llc A Focus Financial Partner

San Diego, CA

  • Responsible for maintaining more than 200 client relationships representing ~$200m in AUM and producing an estimated $2m in annual management fees for two senior wealth advisors
  • Participated in the financial planning process to aid clients in reaching their financial goals
  • Became advanced user of Junxure, Portfolio Center, & Microsoft Suite (Excel, PowerPoint, Word)
  • Trained two new hires to assume my responsibilities as I transitioned into a new role within the firm
Sep 2008 - Oct 2010
Team & coworkers

Colleagues at Focus Partners Wealth

Other employees you can reach at hoylecohen.com. View company contacts for 38 employees →

ST Steve Taddie Steve Taddie Colleague at Focus Partners WealthPhoenix, Arizona, United States, United States View → LH Leslie Hodgson Leslie Hodgson Colleague at Focus Partners WealthSan Diego, California, United States, United States View → LB Lorin Bello Lorin Bello Colleague at Focus Partners WealthFranklin, Tennessee, United States, United States View → SK Sofia Khan Sofia Khan Colleague at Focus Partners WealthPhoenix, Arizona, United States, United States View → LD Laura Decker Laura Decker Colleague at Focus Partners WealthOceanside, California, United States, United States View → LH Lucien Heilbronner Lucien Heilbronner Colleague at Focus Partners WealthSan Diego, California, United States, United States View → MD Marc Davis, Cfp Marc Davis, Cfp Colleague at Focus Partners WealthSan Diego, California, United States, United States View → CE Chuck Ebersole, Cap®, Aep® Chuck Ebersole, Cap®, Aep® Colleague at Focus Partners WealthGreater Sacramento, United States View → JB Jacob Biliack, Cfp® Jacob Biliack, Cfp® Colleague at Focus Partners WealthPhoenix, Arizona, United States, United States View → IZ Ismar Zildzic Ismar Zildzic Colleague at Focus Partners WealthSacramento, California, United States, United States View →
2 education records

Vanessa Wieliczko, Cfa, Caia, Cfp® education

Bs, Business Administration And Management, General - Concentration In International Finance

Boston University - School Of Management

Activities and Societies: Cum Laude, Boston University Women's Rowing '04-'05, "Chordially Yours" A CappellaRui Albuquerque, Assistant.

Bachelor Of Science (B.S.), Business And Economics Internship Program

Boston University In London
FAQ

Frequently asked questions about Vanessa Wieliczko, Cfa, Caia, Cfp®

Quick answers generated from the profile data available on this page.

What company does Vanessa Wieliczko, Cfa, Caia, Cfp® work for?

Vanessa Wieliczko, Cfa, Caia, Cfp® works for Focus Partners Wealth.

What is Vanessa Wieliczko, Cfa, Caia, Cfp®'s role at Focus Partners Wealth?

Vanessa Wieliczko, Cfa, Caia, Cfp® is listed as Chief of Staff at Focus Partners Wealth.

What is Vanessa Wieliczko, Cfa, Caia, Cfp®'s email address?

AeroLeads has found 1 work email signal at @hoylecohen.com for Vanessa Wieliczko, Cfa, Caia, Cfp® at Focus Partners Wealth.

What is Vanessa Wieliczko, Cfa, Caia, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 617, 858 for Vanessa Wieliczko, Cfa, Caia, Cfp® at Focus Partners Wealth.

Where is Vanessa Wieliczko, Cfa, Caia, Cfp® based?

Vanessa Wieliczko, Cfa, Caia, Cfp® is based in Boston, Massachusetts, United States while working with Focus Partners Wealth.

What companies has Vanessa Wieliczko, Cfa, Caia, Cfp® worked for?

Vanessa Wieliczko, Cfa, Caia, Cfp® has worked for Focus Partners Wealth, Hoylecohen, Llc, and Hoylecohen, Llc A Focus Financial Partner.

Who are Vanessa Wieliczko, Cfa, Caia, Cfp®'s colleagues at Focus Partners Wealth?

Vanessa Wieliczko, Cfa, Caia, Cfp®'s colleagues at Focus Partners Wealth include Steve Taddie, Leslie Hodgson, Lorin Bello, Sofia Khan, and Laura Decker.

How can I contact Vanessa Wieliczko, Cfa, Caia, Cfp®?

You can use AeroLeads to view verified contact signals for Vanessa Wieliczko, Cfa, Caia, Cfp® at Focus Partners Wealth, including work email, phone, and LinkedIn data when available.

What schools did Vanessa Wieliczko, Cfa, Caia, Cfp® attend?

Vanessa Wieliczko, Cfa, Caia, Cfp® holds Bs, Business Administration And Management, General - Concentration In International Finance from Boston University - School Of Management.

What skills is Vanessa Wieliczko, Cfa, Caia, Cfp® known for?

Vanessa Wieliczko, Cfa, Caia, Cfp® is listed with skills including Investments, Wealth Management, Portfolio Management, Due Diligence, Investment Advisory, Investment Management, Retirement Planning, and Asset Allocation.

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