Michael Joseph Email & Phone Number
Deputy Chief Investment Officer @ SAM Wealth Management
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Michael Joseph Location
- Phoenix, AZ, US
Michael Joseph Work
- Deputy Chief Investment Officer @ (July 2020 - Present)
- Portfolio Manager @ (April 2017 - Present)
- Board Member @ (April 2026 - Present)
- Treasurer and Finance Committee Chair and Compensation Task Force Chair @ Copper State Credit Union (April 2023 - March 2026)
Michael Joseph Education
- University of California, Davis - Graduate School of Management
Master of Business Administration (MBA) (Finance)
2012-2012 - San Francisco State University
Bachelor of Arts (BA) (HISTORY)
2006
Michael Joseph Skills
- Credit
- Management
- Microsoft Excel
- Portfolio Management
- Graduate Level
- Asset Allocation
- Financial Services
- Project Management
- Financial Accounting
- Bus
- Finance
- Admin
- Equities
- Mutual Funds
- Grp
- Investments
- Investment Strategies
- Unified Communications
- Relationship Management
- Academic
- Financial Analysis
- Marketing
- Sales
- Mentoring
- Units
- Curriculum Design
- Quarter
- Business Development
- Dynamics
- Strategy
- R
- Winter
Michael Joseph Summary
- Michael Joseph, based in Phoenix, AZ, US, is currently a Deputy Chief Investment Officer at Meristead Wealth. Michael Joseph brings experience from previous roles at Meristead Wealth, EDINBURGH WORLDWIDE INVESTMENT TRUST PLC and Copper State Credit Union. Michael Joseph holds a 2012 - 2012 Master of Business Administration (MBA) in Finance @ University of California, Davis - Graduate School of Management. With a robust skill set that includes Credit, Management, Microsoft Excel, Portfolio Management, Graduate Level and more. Michael Joseph has 2 emails and 2 mobile phone numbers on RocketReach.
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