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Joe Rofino
Director de Investigación - Acciones en Goodman Advisory Group LLC .
Perfil
Mr. Joseph P.
Rofino, CFA MBA, is a Director of Research at Goodman Advisory Group LLC.
Prior to working for Goodman Advisory, Mr. Rofino was an Institutional Analyst at Morgan Stanley.
In that role Joe worked with companies and non-profits to help manage their Pensions and Retirement Plans.
He also spent considerable time working with high net worth individuals and families.
He began his career at Boston based mutual fund manager Eaton Vance.
His last role at Eaton Vance involved working with several portfolio managers to implement their investment strategies.
He earned a Masters in Business Administration from the University of Massachusetts in 2010 and a Bachelor of Science in Marketing Communication from Emerson College in 2003.
Cargos activos de Joe Rofino
Empresas | Cargo | Inicio |
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Goodman Advisory Group LLC
![]() Goodman Advisory Group LLC Investment ManagersFinance Goodman Advisory Group LLC is an independent SEC-registered investment advisor headquartered in Needham, Massachusetts. The firm was founded in 2009 and is owned and operated by Deborah N. Goodman. Goodman Advisory Group offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, retirement plans and businesses in the Commonwealth of Massachusetts and other states. | Director de Investigación - Acciones | 01/03/2016 |
Formación de Joe Rofino.
University of Massachusetts | Masters Business Admin |
Emerson College | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Mujer
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Empresas privadas | 1 |
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Goodman Advisory Group LLC
![]() Goodman Advisory Group LLC Investment ManagersFinance Goodman Advisory Group LLC is an independent SEC-registered investment advisor headquartered in Needham, Massachusetts. The firm was founded in 2009 and is owned and operated by Deborah N. Goodman. Goodman Advisory Group offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, retirement plans and businesses in the Commonwealth of Massachusetts and other states. | Finance |
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