As Vice President, Director of Investment Research, Joe leads a team responsible for the selection and monitoring of investment vehicles, including mutual funds, exchange traded funds, and separately managed accounts, used in wealth client portfolios. Along with the Investment Research team, Joe also assists portfolio managers in the management of investment models.
- 13 years of experience in the investment industry
- Chartered Financial Analyst (CFA®)
- Over 6 years’ experience as a Due Diligence Analyst with RBC Wealth Management
- Over 3 years’ experience as an Investment Analyst with Defined Contribution Advisors
Services provided through Johnson Bank and Johnson Wealth Inc., Johnson Financial Group companies. Additional information about Johnson Wealth Inc., a registered investment adviser, and its investment adviser representatives is available at https://www.adviserinfo.sec.gov/.
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