Joe Stone

Regional Investment Director & Investment Consultant at Key Private Bank
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Contact Information
us****@****om
(386) 825-5501
Location
Naples, Florida, United States, US

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
  • Certified Investment Management Analyst (CIMA)
    Investments & Wealth Institute
  • Certified Trust and Fiduciary Advisor
    American Bankers Association

Experience

  • Key Private Bank
    • United States
    • Banking
    • 200 - 300 Employee
    • Regional Investment Director & Investment Consultant
      • Aug 2018 - Present

  • U.S. Trust
    • Financial Services
    • 700 & Above Employee
    • Managing Director
      • May 2006 - Jun 2018

      Managing Director – Designated Family Office & Institutional Portfolio Manager Managing Director – Designated Family Office & Institutional Portfolio Manager

  • Stone Capital Management
    • President/Chief Investment Officer
      • Jan 2000 - May 2006

Education

  • Wake Forest University
    Master of Business Administration - MBA
  • University of Maryland School of Pharmacy
    Master of Science - MS
  • Marshall University
    Bachelor of Business Administration - BBA

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