Joe Montelione, Cfa
About Joe Montelione, Cfa
Joe Montelione, CFA, serves as the Director of Portfolio Management at FS Investments in Philadelphia, PA, a position he has held since 2018. He has a background in finance with experience at various financial institutions, including UBS Wealth Management and Sterne Agee.
Current Role at FS Investments
Joe Montelione serves as the Director of Portfolio Management at FS Investments, a position he has held since 2018. In this role, he is responsible for overseeing investment strategies and portfolio management initiatives. His work is based in Philadelphia, PA, where he contributes to the firm's objectives in managing client assets and enhancing investment performance.
Previous Experience in Wealth Management
Prior to his current role, Joe Montelione worked at UBS Wealth Management as an Associate from 2009 to 2010. This position provided him with foundational experience in wealth management and client services. He later transitioned to various roles in fixed income and treasury analysis, further developing his expertise in financial management.
Professional Background in Fixed Income
Joe Montelione has extensive experience in fixed income, having held positions at Sterne Agee and Stifel. He served as Vice President of Fixed Income at Sterne Agee from 2011 to 2015 and continued in a similar capacity at Stifel from 2015 to 2016. These roles involved managing fixed income sales and client relationships, enhancing his knowledge in this specialized area of finance.
Education and Academic Background
Joe Montelione earned a Bachelor of Applied Science in Finance from Ramapo College of New Jersey, completing his studies from 2006 to 2010. His academic training provided him with a solid foundation in financial principles and practices, which he has applied throughout his professional career.
Early Career and Treasury Analysis
In the early stages of his career, Joe Montelione worked at OceanFirst Bank as an AVP, Treasury Analyst for a brief period in 2018. Additionally, he held the position of ALM Analyst, Investments at Sun National Bank from 2017 to 2018. These roles contributed to his understanding of treasury management and asset-liability management.