Joe Cortese Email & Phone Number
Partner, Director of Financial Institutions @ DiMeo Schneider & Associates, L.L.C.
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Joe Cortese Location
- Chicago, IL, US
Joe Cortese Work
- Partner, Director of Financial Institutions @ (August 2025 - Present)
- Principal, Financial Institutions Practice Lead @ (March 2020 - March 2022)
- Senior Consultant, Financial Institutions Practice Lead @ (August 2017 - March 2020)
- Senior Consultant @ (December 2015 - July 2017)
- Managing Director @ (July 2014 - November 2015)
- Senior Consultant @ (May 2008 - July 2014)
- Analyst @ (March 2007 - April 2008)
- Analyst and Client Service Associate @ (June 2003 - February 2007)
- Partner, Financial Institutions Practice Lead @ (April 2022 - July 2025)
Joe Cortese Education
- The University of Chicago Booth School of Business
MBA (Analytic Finance, Accounting)
2007-2010 - The University of Iowa Tippie College of Business
Bachelor of Business Administration - BBA
1998-2002 - Dowling Catholic High School
Joe Cortese Skills
- Asset Allocation
- Investments
- Investment Advisory
- Investment Strategies
- Investment Management
- Alternative Investments
- Portfolio Management
- Portfolio Optimization
- Model Portfolios
- Investment Portfolio
- Modern Portfolio Theory
- Portfolio Assessment
- Finance
- Quantitative Finance
- Written & Oral Presentation Skills
- Client Presentation
- Wealth Management
- wealth management services
- Hedge Funds
- Due Diligence
- Private Equity
- Securities
- Written And Oral
- Written And Oral Presentation Skills
Joe Cortese Summary
- Joe Cortese, based in Chicago, IL, US, is currently a Partner, Director of Financial Institutions at Fiducient Advisors. Joe Cortese brings experience from previous roles at Fiducient Advisors and Vilas Capital Management, LLC.. Joe Cortese holds a 2007 - 2010 MBA in Analytic Finance, Accounting @ The University of Chicago Booth School of Business. With a robust skill set that includes Asset Allocation, Investments, Investment Advisory, Investment Strategies, Investment Management and more. Joe Cortese has 3 emails and 1 mobile phone numbers on RocketReach.
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