Joseph Cortese's Location
Westport, CT, US
Joseph Cortese's Work
- Partner and Private Wealth Manager @ Creative Planning
- Wealth Manager @ Creative Planning
- Vice President @ NorthCoast Asset Management
Joseph Cortese's Education
- Trinity College-Hartford
BA (Economics)
2001 - 2005 - The Loomis Chaffee School1999 - 2001
Joseph Cortese's Skills
- Investments
- Portfolio Management
- Series 7
- Equities
- Asset Allocation
- Investment Advisory
- Alternative Investments
- Asset Management
- Series 63
- Securities
Joseph Cortese's Summary
Joseph Cortese, based in Westport, CT, US, is currently a Partner and Private Wealth Manager at Creative Planning, bringing experience from previous roles at Creative Planning Inc. and NorthCoast Asset Management. Joseph Cortese holds a 2001 - 2005 BA in Economics @ Trinity College-Hartford. With a robust skill set that includes Investments, Portfolio Management, Series 7, Equities, Asset Allocation and more, Joseph Cortese contributes valuable insights to the industry. Joseph Cortese has 3 emails on RocketReach.
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