Client Advisory

Biography

Joseph is a Senior Associate in the Pennsylvania office.

Prior to joining Cerity Partners, Joe served as an Analyst at Permit Capital Advisors, LLC. In that role, he contributed to all aspects of the research process, including due diligence on existing and new managers. Prior to joining Permit, Joe was an Investment Analyst at Pension Consultants, Inc., where he assisted with the manager research process for the firm’s defined benefit and defined contribution clients. Earlier, he spent time as a proprietary trader at Chimera Securities. Joe’s prior experience includes due diligence on direct real estate and other alternative investments at Independent Financial Group, as well as risk management and reporting for institutional alternative assets at TorreyCove Capital Partners.

Education

  • B.S. in Finance from San Diego State University

Highlights

  • Chartered Financial Analyst®
  • Member of the CFA Institute
  • Member of the CFA Society of Philadelphia
  • Former member of the Men’s Crew Team at San Diego State University
  • Former Vice President, Secretary and Fundraising Officer of the Men’s Crew Team at San Diego State University
  • Former Sports Club Student Council Representative at San Diego State University

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.