Joseph R. Duffy
Senior Investment Strategist
- 14 Years with the firm
- 15 Years of industry experience
Joe is a senior investment strategist focused primarily on the firm's US Small Mid Cap Equity team and the US retail channel. He is responsible for communicating the team's strategies to clients, prospective clients and consultants, serving as a critical interface between client-facing staff and the investment team. In this role, Joe guides the messaging and positioning of investment strategies.
Joe has served in several roles during his tenure with the firm, including a senior product specialist who provided market research, analysis and strategy support. He was also a product manager and a client service analyst. Prior to that, he was a senior portfolio accountant for the active fixed income investment boutique, where he was responsible for account maintenance, trade processing, cash and asset reconciliations. He also previously served as a trust specialist at Mellon Financial Corp. Joe has been in the investment industry since 2004.
Joe received a BA in finance from Bryant University and an MBA from Bentley University.
Experience listed may include partial year periods.