Joe Cortese
Managing Director, Head of Financial Institutions
Joe provides investment consulting services to nonprofit organizations, corporate executives, family trusts and other substantial investors. He services clients by providing advice and expertise on asset allocation, portfolio design, investment policy statements, manager search process and overall investment management. Prior to joining the firm in 2012, Joe was an Investment Associate at UBS Financial Services providing extensive financial planning services to high net worth individuals. Joe earned a BA in Economics from the University of Michigan. He is a CFA® Charterholder and member of the CFA Society of Chicago and a CERTIFIED FINANCIAL PLANNER® professional through the College of Financial Planning.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
