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Joseph Mannes, Cfa

President at SAMCO Capital Markets, Inc.
Intro Book
Seasoned finance professional with 23 years of experience in public finance, financial advisory, and underwriting.
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Location
Dallas, Texas, United States, US
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Bio

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Joseph Mannes, CFA, is a seasoned finance professional with 23 years of experience in various roles, including President at SAMCO Capital Markets, Inc., Board Member and Audit Chair at DXP Enterprises, Inc., and Managing Director at Rauscher Pierce Refsnes. He holds an MBA from Wharton School and an AB from Dartmouth College. He is a Chartered Financial Analyst (CFA) and has expertise in public finance, financial advisory, underwriting, and trading.

Credentials

  • Chartered Financial Analyst
    CFA Institute
    Sep, 1994
    - Apr, 2026
  • Official Level 3 (Women's)
    US Lacrosse
    Jul, 2019
    - Apr, 2026
  • Licenses, Representative: Municipal Advisor, General Securities, Investment Banking
    FINRA
  • Licenses, Other: Operations Professional, Securities Trader, Research Analyst
    FINRA
  • Licenses, Principal: Municipal Advisor, General Securities, Registered Options, Municipal Securities, Investment Banking, Security Trader and Research
    FINRA

Experience

  • SAMCO Capital Markets, Inc.
    • Dallas, TX
    • President
      • Jul 2001 - Present
      • Dallas, TX

      SAMCO Capital Markets, Inc. is a broker/dealer specializing in serving financial institutions. Our expertise lies in public finance, financial advisory, underwriting and trading, institutional sales, taxable fixed income trading and investment banking. Headquartered in Austin, we strive to be a leading financial services company based in the Southwest. We have offices in Austin, Dallas, Plano, Houston and San Antonio.

  • DXP En
    • Houston, Texas, United States
    • Board Member, Audit Chair
      • Mar 2020 - Present
      • Houston, Texas, United States

      DXP Enterprises, Inc. is a leading products and service distributor that adds value and total cost savings solutions to industrial customers throughout the United States, Canada and Sonora, Mexico in virtually every industry since 1908.

  • Tandy Leather Factory
    • Fort Worth, TX
    • Board Chair
      • 1998 - Jun 2017
      • Fort Worth, TX

      I joined the board of what is now Tandy Leather Factory in 1998 and served as the audit committee chairman. I became chairman of the board in 2013 until 2017.

  • Commerce Street Capital
    • Dallas, TX
    • COO
      • 2007 - 2008
      • Dallas, TX

      Commerce Street Capital is a broker dealer specializing in funds management and investment banking.

  • Clearwire Technologies
    • Arlington, TX/Buffalo, NY
    • CFO
      • 1998 - 2001
      • Arlington, TX/Buffalo, NY

      Managed finance and administrative functions for fixed wireless equipment manufacturer and service provider.

  • E-Certify Corporation
    • CFO
      • 1999 - 2000

      General accounting and administrative responsibilities.

  • Rauscher Pierce Refsnes
    • Managing Director
      • Sep 1987 - Jan 1995

      Generalist Corporate Finance

Education

  • 1980 - 1982
    Wharton School
    MBA, Finance/Accounting
  • 1976 - 1980
    Dartmouth College
    AB, Philosophy/French

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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