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Joseph Juliano

Joseph Juliano

Director, Operations

Joe oversees the firm’s operational and administrative activities and manages the team responsible for investment recordkeeping activities, separate account reporting, and the calculation of various performance analytics.

  • Location

    New York

  • Year Joined


  • Prior Experience

    Investec Ernst & Company

  • 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.