Joe Perfilio
Algemeen Directeur bij Integrated Capital Management, Inc.
Profiel
Mr. Joseph C.
Perfilio is Chief Executive Officer at Integrated Capital Management, Inc. He is also Co-Founder and member of its investment committee.
Prior to co-founding ICM in 2009, Mr. Perfilio began his career as the Director of Investments for ASCO Financial where he served for 10 years and later began his own private wealth management firm, Clayton Perfilio, LTD where he served as President.
Mr. Perfilio received his Bachelors of Science in Finance and a Bachelors of Arts in Philosophy from the University of Scranton.
Actieve functies van Joe Perfilio
| Bedrijven | Functie | Begin |
|---|---|---|
Integrated Capital Management, Inc.
 Integrated Capital Management, Inc. Investment ManagersFinance Integrated Capital Management, Inc. (iCM) is an independent registered investment advisor headquartered in Jessup, Pennsylvania. The firm was founded by Joseph Clayton and Michael Paciotti in 2009. iCM offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, municipal or government agencies, other investment advisers, insurance companies, broker/dealers, corporations and other business entities. | Algemeen Directeur | 01-01-2009 |
Eerdere bekende functies van Joe Perfilio
| Bedrijven | Functie | Einde |
|---|---|---|
Clayton Perfilio Ltd.
 Clayton Perfilio Ltd. Investment ManagersFinance Clayton Perfilio Ltd. provides investment advice. The private company is based in Scranton, PA. | Corporate Officer/Principal | - |
Asco Financial Group, Inc.
 Asco Financial Group, Inc. Investment ManagersFinance Asco Financial Group, Inc. (Asco) is an independent, SEC-registered investment advisor headquartered in Kingston, Pennsylvania. The firm was founded by Donald Williamson in 1985. Asco provides specialized services to various municipal and corporate pension plans in Northeastern and Central Pennsylvania. | Portefeuillebeheerder-Aandelen | 30-04-2008 |
Opleiding van Joe Perfilio
| University of Scranton | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Asco Financial Group, Inc.
Asco Financial Group, Inc. Investment ManagersFinance Asco Financial Group, Inc. (Asco) is an independent, SEC-registered investment advisor headquartered in Kingston, Pennsylvania. The firm was founded by Donald Williamson in 1985. Asco provides specialized services to various municipal and corporate pension plans in Northeastern and Central Pennsylvania. | Finance |
Integrated Capital Management, Inc.
Integrated Capital Management, Inc. Investment ManagersFinance Integrated Capital Management, Inc. (iCM) is an independent registered investment advisor headquartered in Jessup, Pennsylvania. The firm was founded by Joseph Clayton and Michael Paciotti in 2009. iCM offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, municipal or government agencies, other investment advisers, insurance companies, broker/dealers, corporations and other business entities. | Finance |
Clayton Perfilio Ltd.
Clayton Perfilio Ltd. Investment ManagersFinance Clayton Perfilio Ltd. provides investment advice. The private company is based in Scranton, PA. | Finance |
