Joseph Elefante
Regional Investment Consultant at Brown Advisory
- Role
- Principal at Brown Advisory
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Joseph Elefante
Ambitious, asset gatherer with sound knowledge of financial markets and instruments- Experience raising assets in the institutional and advisory channels- Experience selling traditional and alternative investment strategies- Experience selling separate accounts, LPs, mutual funds and model vehicles
Experience
Principal
Jul 2022 — Present · San Francisco, CA, US
Education
University of Arizona
Master's Management with a Concentration in Finance (MMF), Finance
2004 — 2005
University of Arizona
BSBA, Double Major in Finance and Business Economics
2001 — 2004
Skills
- Investment Management
- Financial Markets
- Trading
- Fixed Income
- Bloomberg
- Finance
- Financial Analysis
- Asset Managment
- Equities
- Hedge Funds
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Securities
- Asset Management
- Financial Advisory
- Series 63
- Mutual Funds
- Risk Management
- Wealth Management
- Series 7
- Portfolio Management
- Investments
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