Joseph is the Chief Operating Officer & Chief Compliance Officer at WFA. Joseph is our newest partner. His concentration is in the areas of overall operations, compliance, financial reviews, strategic initiatives, and client service. Joseph also sits on the Investment Committee at WFA.
Prior to WFA Joseph was a Portfolio Manager & Chief of Staff to the Director of Portfolio Management responsible for private client accounts at Brandes Investment Partners, L.P. His duties included implementing the firm’s investment decisions, reviewing performance of client portfolios and ensuring adherence to the firm’s investment guidelines. Joseph interacted with clients and their consultants in order to provide insights and interpretation of the firm’s portfolio strategy and investment philosophy.
Before joining Brandes, he served as a Portfolio Manager for a financial institution where he was responsible for implementing the appropriate capital management strategy for each client’s long-term investment goals. Previously, he was a Portfolio Manager with a national banking organization. Joseph earned two BSBA degrees in financial investments and financial real estate from the University of Nevada, Las Vegas. He earned his MBA in finance and international business from the University of San Diego, graduating Magna Cum Laude. He is a member of both the CFA Institute and the CFA Society San Diego and has 25 years of investment experience.
Joseph is originally from Las Vegas, Nevada. He and his wife, Becki, live in Point Loma. He enjoys spending time with friends, playing tennis, and traveling.