Joseph Tercasio
About Joseph Tercasio
Joseph Tercasio is an Analyst in Wealth Management at Jefferies with a background in finance, data analytics, and management consulting.
Current Company
Joseph Tercasio is currently employed at Jefferies in New York, New York, where he holds the role of Analyst, Wealth Management. He has been with Jefferies since 2020. His main responsibilities likely involve assisting clients with managing their financial assets, analyzing market trends, and providing tailored investment strategies.
Previous Positions
Before joining Jefferies, Joseph Tercasio worked at several other firms. In 2020, he was a TBM Analyst at Mason Harriman Group in Washington, DC, for three months. In 2019, he served as a Wealth Management Summer Analyst at Merrill Lynch in Philadelphia, Pennsylvania, and also spent one month as an Intern at Focused Wealth Management / Registered Investment Advisor in the Greater New York City Area. These roles provided him with substantial experience in wealth management and financial services.
Education and Credentials
Joseph Tercasio earned a Bachelor of Business Administration (BBA) from the University of Pittsburgh, where he studied Finance, Information Systems, and Economics from 2016 to 2020. Prior to his university education, he attended Don Bosco Preparatory High School in New Jersey, achieving a cumulative average of 98.2 and New Jersey Honors from 2012 to 2016.
Expertise in Data Analytics and Management Consulting
Alongside his wealth management experience, Joseph Tercasio also has a background in data analytics and management consulting. This diverse skill set allows him to provide comprehensive financial strategies that are data-driven and well-informed by broader business practices.
Wealth Management Experience
Joseph Tercasio has been active in the wealth management sector since at least 2019. His career includes roles at Merrill Lynch, Focused Wealth Management, and currently Jefferies, where he has developed a thorough understanding of financial markets, client relationship management, and investment strategies.