Joseph Cefalu
Managing Partner at Downtown Wealth Studios- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Boston, Massachusetts, United States, US
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Bio
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Credentials
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CIMA
The Investments & Wealth Institute® (The Institute®)Jun, 2018- Sep, 2024
Experience
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Downtown Wealth Studios
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United States
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Investment Advice
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1 - 100 Employee
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Managing Partner
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Mar 2023 - Present
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Senior Vice-President
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Nov 2008 - Mar 2023
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UBS
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Switzerland
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Financial Services
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700 & Above Employee
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First Vice-President Investments
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Feb 2003 - Nov 2008
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Goldman Sachs
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United States
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Financial Services
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700 & Above Employee
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Vice-President
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Jan 1999 - Feb 2003
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Education
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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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