Joe Wells

Gestionnaire de Portefeuille-Actions chez John W. Brooker & Co. CPAs PC

Profil

Mr. Joseph A.
Wells, CFA, is a Partner at John W.
Brooker & Co. CPAs PC.
He joined the Asset Management Team at John W.
Brooker in January 2015, and works with clients in every aspect of financial planning and investment management.
He has been in the financial services industry for over 17 years advising and managing assets for institutions and high net worth families and individuals.
Prior to John W.
Brooker, he was an Associate at JP Morgan Asset Management where he provided registered investment advisors with economic and manager research, investment solutions and portfolio construction guidance.
He was also the portfolio manager and head of the invest committee for a wealth management firm serving high net worth individuals in Silicon Valley for over a decade.
He began his career at Robertson Stephens where he co-managed a venture capital fund.
He received a B.A.
in Economics from the University of California at Santa Barbara, cum laude.

Postes actifs de Joe Wells

Sociétés	Poste	Début
John W. Brooker & Co. CPAs PC	Gestionnaire de Portefeuille-Actions	01/01/2015

Anciens postes connus de Joe Wells

Sociétés	Poste	Fin
JPMorgan Securities LLC	Corporate Officer/Principal	01/12/2014

Formation de Joe Wells

University of California, Berkeley

Undergraduate Degree