Joseph Cefalu

Managing Partner at Downtown Wealth Studios
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Contact Information
us****@****om
(386) 825-5501
Location
Boston, Massachusetts, United States, US

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Bio

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Credentials

  • CIMA
    The Investments & Wealth Institute® (The Institute®)
    Jun, 2018
    - Nov, 2024

Experience

  • Downtown Wealth Studios
    • United States
    • Investment Advice
    • 1 - 100 Employee
    • Managing Partner
      • Mar 2023 - Present

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Vice-President
      • Nov 2008 - Mar 2023

  • UBS
    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • First Vice-President Investments
      • Feb 2003 - Nov 2008

  • Goldman Sachs
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice-President
      • Jan 1999 - Feb 2003

Education

  • The University of Chicago Booth School of Business
    Master of Business Administration - MBA
  • Babson College
    Bachelor of Science - BS, Business Management and Entrepreneurship

Community

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