Joseph Evangelista

Portfolio Manager

As our portfolio manager, Joe is responsible for the ongoing review of all client investment portfolios, and he also heads up our investment research department. Joe prepares portfolio analyses, reviews asset allocation and manager selection in client portfolios, and designs investment portfolios for his clients. He is also responsible for all of our client portfolio rebalancing and trading, and leads our Investment Committee.

Joe is married with four young children and a menagerie of pets, including two hairless Sphynx cats. When he’s not working, he can often be found running between hockey rinks and baseball fields to watch his children’s games. He also enjoys playing hockey.