Joe Palmieri
- Role
- Partner & Managing Director - Family Office Services at Waldron Private Wealth
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
Experience
Partner & Managing Director - Family Office Services
Jan 2023 — Present
I find solutions for our clients that extends beyond financial and investment planning to simplify the complexities of wealth.
Skills
- Trading
- Equities
- Alternative Investments
- Investments
- Fixed Income Portfolio Management
- Account Reconciliation
- Fixed Income Analysis
- Banking
- Client Development
- Mutual Funds
- Advent
- Microsoft Excel
- Finance
- Barclays Point
- Equity Research Analysis
- Powerpoint
- Performance Attribution
- Etfs
- Factset
- Financial Analysis
- Bloomberg
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