Joe is a vice president of Institutional Sales at Raymond James Investment Management. Chartwell Investment Partners is a wholly-owned subsidiary of Raymond James Investment Management. Joe has been with Chartwell since 1999. Previously, Joe was a vice president with Chartwell’s Marketing and Client Service team. In addition to his client services and marketing responsibilities, Joe was also a member of the ESG committee and the Proxy Voting committee. Prior to joining Chartwell, he was employed at SEI Investments as a mutual fund analyst.
Education:
- B.S. in business administration and human resource management from Cabrini College