Joe Montelione
About Joe Montelione
Joe Montelione is the Director of Portfolio Management at FS Investments, where he has worked since 2018. He has held various positions in the finance sector, including roles at Sterne Agee, Sun National Bank, UBS Wealth Management, OceanFirst Bank, and Stifel.
Current Role at FS Investments
Joe Montelione serves as the Director of Portfolio Management at FS Investments. He has held this position since 2018, contributing to the firm's investment strategies and portfolio management efforts. His role involves overseeing portfolio performance and ensuring alignment with the company's investment objectives.
Previous Experience in Finance
Prior to his current role, Joe Montelione accumulated extensive experience in the finance sector. He worked at Sterne Agee as Vice President of Fixed Income from 2011 to 2015, where he focused on fixed income strategies in New York, NY. He also held the position of Vice President of Fixed Income Sales at Stifel from 2015 to 2016.
Experience in Banking and Analysis
Joe Montelione has experience in banking and financial analysis. He worked as an ALM Analyst at Sun National Bank from 2017 to 2018 and briefly served as an AVP Treasury Analyst at OceanFirst Bank in 2018. Additionally, he was an Associate at UBS Wealth Management from 2009 to 2010.
Educational Background in Finance
Joe Montelione studied at Ramapo College of New Jersey, where he earned a Bachelor of Applied Science in Finance. His studies spanned from 2006 to 2010, providing him with a solid foundation in financial principles and practices.