Joe Stelmaszek, CFA
Vice President at Attucks Asset Management, LLC- Claim this Profile
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Bio
Experience
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Attucks Asset Management, LLC
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United States
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Financial Services
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1 - 100 Employee
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Vice President
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Jul 2020 - Present
Attucks Asset Management is a registered investment advisor that develops customized multi-manager portfolios comprised of emerging, minority- and woman-owned investment firms, allowing institutional investors the opportunity to invest with diverse and emerging investment managers in a risk-controlled environment. My responsibilities include emerging manager research; creating, analyzing, and maintaining data supporting investment decisions; monitoring investment guideline compliance and… Show more Attucks Asset Management is a registered investment advisor that develops customized multi-manager portfolios comprised of emerging, minority- and woman-owned investment firms, allowing institutional investors the opportunity to invest with diverse and emerging investment managers in a risk-controlled environment. My responsibilities include emerging manager research; creating, analyzing, and maintaining data supporting investment decisions; monitoring investment guideline compliance and portfolio risks; client servicing and reporting; performance calculations; reconciliation; invoicing; responding to RFPs, RFIs and other bids for new business; overseeing our internship program; actively participating in investment decisions, portfolio construction, portfolio reviews, and client presentations.
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Senior Analyst
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Jan 2016 - Jul 2020
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Analyst
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Jul 2013 - Jan 2016
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Office Manager
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Nov 2012 - Jul 2013
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Diet Therapy Assistant
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Nov 2011 - Nov 2012
As a Diet Therapy Assistant, my responsibilities included working with dietitians and nurses to ensure each patient received a meal within their individualized diet plan, supporting department operations by maintaining office systems and supervising staff, promoting patient satisfaction by going room to room to determine patient preferences within the limitations of individual diets, creating food trays based on specific medical conditions in fast paced environment to feed over 150 patients per… Show more As a Diet Therapy Assistant, my responsibilities included working with dietitians and nurses to ensure each patient received a meal within their individualized diet plan, supporting department operations by maintaining office systems and supervising staff, promoting patient satisfaction by going room to room to determine patient preferences within the limitations of individual diets, creating food trays based on specific medical conditions in fast paced environment to feed over 150 patients per meal and preparing and organizing all assembly and production equipment to allow maximum productivity for subsequent shifts
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Porter
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May 2009 - Nov 2012
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Dietary Aide
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Nov 2005 - Nov 2012
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Education
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Indiana University Bloomington
Bachelor of Science (B.S.), Applied Health Science, Dietetics