Joe Fernández
Algemeen Directeur bij INVENIO WEALTH PARTNERS LLC
Profiel
Mr. Joseph A.
Fernández is a Founder, President & CEO at Invenio Wealth Partners LLC.
He has over 28 Years of Investment Experience.
Prior to co-founding Invenio Wealth Partners, Mr. Fernandez worked wiith (BNY Mellon) and 2 years with a boutique wealth manager (Fieldpoint Private).
Joe served as president of the BNY Mellon Florida region 2014-2020, responsible for the firm’s wealth management and planning, investment management, private banking, and client service, and was a member of the firm’s wealth management operating committee.
Prior to that, he served as managing director for portfolio management in Florida, overseeing investment personnel across the state.
He has served as the interim President & CEO of The Miami Foundation in 2019-2020 and previously served as a Trustee and Board Vice Chair.
He currently serves as a director of Miami Dade College Foundation (chair, Audit Committee) and the MCVI Council of Baptist Hospital Foundation (Chair), as well as a director of the Sebastian Strong Foundation.
He received his bachelor's degree in accounting from Barry University.
Actieve functies van Joe Fernández
| Bedrijven | Functie | Begin |
|---|---|---|
INVENIO WEALTH PARTNERS LLC
 INVENIO WEALTH PARTNERS LLC Investment ManagersFinance Invenio Wealth Partners LLC provides investment advice. The private company is based in Coral Gables, FL. The company was founded in 2022 by Joseph A. Fernández, Christina B. Hudson. Joseph A. Fernández has been the CEO since 2022. | Algemeen Directeur | 01-01-2022 |
Eerdere bekende functies van Joe Fernández
| Bedrijven | Functie | Einde |
|---|---|---|
Dominari Securities LLC (Investment Management)
 Dominari Securities LLC (Investment Management) Investment ManagersFinance Dominari Securities LLC (Investment Management) (DS-IM) is the investment management division of Dominari Securities LLC, a FINRA-registered broker-dealer headquartered in New York City. The firm was founded in 1986 and formerly known as Fieldpoint Private Securities LLC. They were acquired by Dominari Holdings, Inc. (NASDAQ: DOMH) in 2023. As a result of the ownership change the new name of the firm has been changed to Dominari Securities LLC, a subsidiary of Dominari Financial, Inc. DS-IM provides discretionary and non-discretionary investment management and advice to individuals and entities controlled by individuals, such as pension plans, IRAs and trusts. | Corporate Officer/Principal | 01-11-2022 |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Corporate Officer/Principal | 01-06-2020 |
Ganz Capital Management, Inc.
 Ganz Capital Management, Inc. Investment ManagersFinance Part of The Bank of New York Mellon Corp., Ganz Capital Management, Inc. is an investment advisory services company. The company is based in Miami, FL. Ganz Capital Management was acquired by Mellon Financial Corp. on May 20, 1997. | Corporate Officer/Principal | 01-05-1997 |
Opleiding van Joe Fernández
| Barry University | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Ganz Capital Management, Inc.
Ganz Capital Management, Inc. Investment ManagersFinance Part of The Bank of New York Mellon Corp., Ganz Capital Management, Inc. is an investment advisory services company. The company is based in Miami, FL. Ganz Capital Management was acquired by Mellon Financial Corp. on May 20, 1997. | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
Dominari Securities LLC (Investment Management)
Dominari Securities LLC (Investment Management) Investment ManagersFinance Dominari Securities LLC (Investment Management) (DS-IM) is the investment management division of Dominari Securities LLC, a FINRA-registered broker-dealer headquartered in New York City. The firm was founded in 1986 and formerly known as Fieldpoint Private Securities LLC. They were acquired by Dominari Holdings, Inc. (NASDAQ: DOMH) in 2023. As a result of the ownership change the new name of the firm has been changed to Dominari Securities LLC, a subsidiary of Dominari Financial, Inc. DS-IM provides discretionary and non-discretionary investment management and advice to individuals and entities controlled by individuals, such as pension plans, IRAs and trusts. | Finance |
INVENIO WEALTH PARTNERS LLC
INVENIO WEALTH PARTNERS LLC Investment ManagersFinance Invenio Wealth Partners LLC provides investment advice. The private company is based in Coral Gables, FL. The company was founded in 2022 by Joseph A. Fernández, Christina B. Hudson. Joseph A. Fernández has been the CEO since 2022. | Finance |
