Profil
Mr. Vardaro joined The Swarthmore Group in 2003.
Mr. Vardaro was President and Chief Executive Officer of Wilmerding & Associates, a registered investment advisor.
Mr. Vardaro’s professional experience also includes GRE Insurance Group, where he served as Executive Vice President and Chief Investment Officer and was responsible for $3 billion of fixed income and equity investments, and the Penn Mutual Life Insurance Company where he served as Senior Vice President.
Mr. Vardaro holds an A.B. degree from Villanova University and an M.B.A. from New York University.
He holds a Chartered Life Underwriter (CLU) designation.
He is a member of the Financial Analysts of Philadelphia and the Association of Investment Management and Research.
Anciens postes connus de Joe E. Vardaro
| Sociétés | Poste | Fin |
|---|---|---|
The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group uses a combination of fundamental, technical, and quantitative analysis to determine which securities are suitable for investment in client portfolios. Although they incorporate all three research methods, the firm employs fundamental analysis research most often. Their investment process utilizes a bottom-up approach with a macroeconomic overlay. | Directeur en chef des Investissements | 29/02/2008 |
The Penn Mutual Life Insurance Co.
The Penn Mutual Life Insurance Co. Life/Health InsuranceFinance Provides life insurance, annuity, wealth and asset management services | Gestionnaire de Portefeuille-Actions | - |
Wilmerding & Associates, Inc.
Wilmerding & Associates, Inc. Investment ManagersFinance WA manages separate large-cap GARP portfolios. | President | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
The Penn Mutual Life Insurance Co.
The Penn Mutual Life Insurance Co. Life/Health InsuranceFinance Provides life insurance, annuity, wealth and asset management services | Finance |
Wilmerding & Associates, Inc.
Wilmerding & Associates, Inc. Investment ManagersFinance WA manages separate large-cap GARP portfolios. | Finance |
The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group uses a combination of fundamental, technical, and quantitative analysis to determine which securities are suitable for investment in client portfolios. Although they incorporate all three research methods, the firm employs fundamental analysis research most often. Their investment process utilizes a bottom-up approach with a macroeconomic overlay. | Finance |
















