Joseph Miletich, CFA
Global Investment Strategist
- 11 Years with the firm
- 25 Years of industry experience
Joseph is a global investment strategist. He is responsible for articulating various index, multi-asset and multi-factor strategies to clients and prospects, as well as participating in the refinement of current strategies and the development of new strategies. He works closely with sales and client service worldwide with an eye toward bringing innovative product solutions to client portfolios.
Prior to joining the firm in 2008, he was a partner and senior consultant at New England Pension Consultants. He previously worked with Towers Perrin as an actuarial analyst. Joe has been in the investment industry since 1994.
Joe holds the CFA® designation and is a member of the CFA Institute and CFA Society Boston. He earned a BS from Manhattan College.
Experience listed may include partial year periods.