Joe Wolfram Email & Phone Number
Senior Investment Consultant @ Mercer
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Joe Wolfram Location
- Philadelphia, PA, US
Joe Wolfram Work
- 2024 -now Senior Investment Consultant @
- 2017 -2024 Senior Investment Consultant - VIAS @
- 2014 -2016 Director, LDI Solutions @
- 1996 -2014 Investment Strategy Consultant @ Towers Watson / Towers Perrin
Joe Wolfram Education
- Temple University
MBA (Finance)
- Saint Joseph's University
BS (Honors Program) (Mathematics)
- PVI High School - Salutatorian (ranked 2nd out of ~500 students)
Joe Wolfram Skills
- Asset Allocation
- Portfolio Optimization
- Investment Strategies
- Defined Benefit
- Portfolio Management
- Chartered Financial Analyst
- Non-profits
- Investment Advisory
- Retirement Plan Consulting
- Qualified Retirement Plans
- Professional Portfolio Management
- Investment Policy Statements
- Institutional Consulting
- Alternative Investment Strategies
- Tactical Asset Allocation
- Absolute Return
- Dynamic Asset Allocation
- Fixed Income Strategies
- Total Return
- LDI
- Asset Modeling
- Actuarial Consulting
- Pension Funds
- HR Consulting
- Pensions
- ALM
- Financial Modeling
- Actuarial Science
- Employee Benefits
- Strategy
- Strategic Planning
- Strategic Vision
- Financial Risk Management
- Investments
- ERISA
- Valuation
- Alternative Investments
- Asset Management
- Financial Risk
- Retirement
- Hedging
Joe Wolfram Summary
- Joe Wolfram, based in Philadelphia, PA, US, is currently a Senior Investment Consultant at Mercer. Joe Wolfram brings experience from previous roles at Vanguard, Russell Investments and Towers Watson / Towers Perrin. Joe Wolfram holds a MBA in Finance @ Temple University. With a robust skill set that includes Asset Allocation, Portfolio Optimization, Investment Strategies, Defined Benefit, Portfolio Management and more. Joe Wolfram has 5 emails and 2 mobile phone numbers on RocketReach.
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