{"id":50,"date":"2018-09-25T15:02:00","date_gmt":"2018-09-25T15:02:00","guid":{"rendered":"http:\/\/59c3d69964fe41539ba9e69746ccebf3"},"modified":"2021-07-01T13:41:27","modified_gmt":"2021-07-01T13:41:27","slug":"jason-del-vicario-the-journey-to-discretionary-portfolio-manager","status":"publish","type":"episode","link":"https:\/\/advisoranalyst.com\/podcast\/episode\/jason-del-vicario-the-journey-to-discretionary-portfolio-manager\/","title":{"rendered":"Jason Del Vicario: The Journey to Discretionary Portfolio Manager"},"content":{"rendered":"<p><a href=\"https:\/\/www.linkedin.com\/in\/jasondelvicario\/\">Jason Del Vicario<\/a> is a discretionary portfolio manager at Hillside Wealth Management (operating within Holliswealth\/IA Securities) in Vancouver, BC. Jason&#8217;s experience is varied, however, not unlike that of many Canadian advisors. Over the course of his career, and as a result of key decisions, he evolved into the discretionary fee-based portfolio manager he always envisioned being.<\/p>\n<p>Many advisors entered the financial advice business with a vision of how that would look, what it would be to achieve the position of portfolio manager, of successfully managing the wealth of private investors.<\/p>\n<p>Jason Del Vicario openly shares his journey here, in some detail, from his beginnings at Investors Group,&nbsp; to what is now he and his partner&#8217;s own [successful] discretionary portfolio management boutique.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Many advisors entered the financial advice business with a vision of how that would look, what it would be to achieve the position of portfolio manager, of successfully managing the wealth of private investors. <a href=\"https:\/\/www.linkedin.com\/in\/jasondelvicario\/\">Jason Del Vicario<\/a> openly shares his journey from advisor to discretionary portfolio manager.<\/p>\n","protected":false},"author":1,"featured_media":144,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":[],"categories":[18],"tags":[],"_links":{"self":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/50"}],"collection":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode"}],"about":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/types\/episode"}],"author":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/comments?post=50"}],"version-history":[{"count":3,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/50\/revisions"}],"predecessor-version":[{"id":166,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/episode\/50\/revisions\/166"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media\/144"}],"wp:attachment":[{"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/media?parent=50"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/categories?post=50"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/advisoranalyst.com\/podcast\/wp-json\/wp\/v2\/tags?post=50"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}