Profiel
Mr. Joseph A.
Scarpo is a Principal & Financial Advisor at CapFinancial Partners LLC.
He is on the Board of Directors at Point Park University.
He provides customized, comprehensive financial solutions to high-net-worth individuals, small business owners, and institutional clients.
He has over 30 years of financial advisory and business experience.
With this in-depth industry knowledge, he can quickly spot issues and design comprehensive solutions.
He assembled an exceptional team which places client needs above all else.
He joined our team from PWA Wealth Management—an independent wealth management firm he founded in 2003.
There he served as chief executive officer, navigating the firm and its clients through difficult financial decisions in an easy to understand, straightforward manner.
Before founding PWA Wealth Management, he was a partner with Bill Few Associates.
He managed the Personal Financial Planning group within the trust and investment department of Mellon Bank, providing Mellon’s wealthiest clients extensive tax and estate planning expertise.
He began his career with Arthur Andersen and Company, helping to develop Andersen’s family wealth management practice in Pittsburgh.
He holds a Bachelor of Science degree in accounting from Saint Vincent College.
He is a former Certified Public Accountant and Accredited Personal Financial Specialist.
Actieve functies van Joe Scarpo
Bedrijven | Functie | Begin |
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Point Park University | Directeur/Bestuurslid | - |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Portefeuillebeheerder-Aandelen | 01-01-2021 |
Eerdere bekende functies van Joe Scarpo
Bedrijven | Functie | Einde |
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Private Wealth Advisors, Inc.
Private Wealth Advisors, Inc. Investment ManagersFinance Founded in 2002, Private Wealth Advisors, Inc. is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. | Algemeen Directeur | - |
Opleiding van Joe Scarpo
Saint Vincent College | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven in privébezit | 2 |
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Private Wealth Advisors, Inc.
Private Wealth Advisors, Inc. Investment ManagersFinance Founded in 2002, Private Wealth Advisors, Inc. is a registered investment advisor headquartered in Pittsburgh, Pennsylvania. | Finance |
CapFinancial Partners LLC
CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Finance |