Joseph Juliano
Director, Operations
Joe leads Abbott’s Investment Operations team, which is responsible for the firm’s investment recordkeeping activities, the preparation of periodic financial reports and communications for separately managed accounts, and the calculation of various performance analytics.
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Location
New York
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Year Joined
2001
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Prior Experience
Investec Ernst & Company
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Education & Accreditations
State University of New York at Old Westbury, B.S. in Finance
Fordham University, M.B.A. -
Q&A
Outside of work, when I’m not coaching my kids’ sports teams or doing something active outdoors, I’m usually boating along the south shore of Long Island.