Profiel
Mr. Joseph P.
Splendorio is a Principal at CWS Financial Advisors LLC.
He is also a co-owner of the firm.
He focuses on all aspects of wealth management for clients, with an emphasis on portfolio construction, asset allocation and manager analysis.
He believes in a collaborative approach with each and every client, taking the time to gather relevant information and listening to specific goals laid out by clients before tailoring an investment plan that is unique to them.
Before joining CWS, he spent 10 years working with institutional asset managers while at Macquarie Group (Boston, MA) and Banc of America Securities (San Francisco, CA).
He is a graduate of Cornell University and holds a BS in Applied Economics and Management.
He earned his Certified Investment Management Analyst (CIMA) designation in 2014, fulfilling his education requirement through the University of Chicago Booth School of Business.
Actieve functies van Joe Splendorio
| Bedrijven | Functie | Begin |
|---|---|---|
CWS Financial Advisors LLC
 CWS Financial Advisors LLC Investment ManagersFinance CWS Financial Advisors LLC (CWSFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Kalamazoo, Michigan. The firm was founded by Joseph Splendorio in 2018. CWSFA provides comprehensive financial planning and wealth management services to individuals, families, and business owners. | Oprichter | 01-04-2018 |
Eerdere bekende functies van Joe Splendorio
| Bedrijven | Functie | Einde |
|---|---|---|
| Wells Fargo Advisors (California) | Corporate Officer/Principal | 01-01-2014 |
Macquarie Capital (USA), Inc.
 Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Corporate Officer/Principal | 01-01-2011 |
Opleiding van Joe Splendorio
| Cornell University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Finance |
CWS Financial Advisors LLC
CWS Financial Advisors LLC Investment ManagersFinance CWS Financial Advisors LLC (CWSFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Kalamazoo, Michigan. The firm was founded by Joseph Splendorio in 2018. CWSFA provides comprehensive financial planning and wealth management services to individuals, families, and business owners. | Finance |
| Wells Fargo Advisors (California) |