Joseph J. Virostek, Jr., CFA, AIFA®
Joining the JFS team in 2015, Joe serves as Co-Director of Investment Management. In his role, Joe is responsible for security research, due diligence, manager selection, portfolio construction, and ongoing performance monitoring. With over 30 years’ experience with leading financial institutions, Joe has a broad depth of knowledge in investment analysis, portfolio management, trading, auditing, risk management and compliance.
Prior to joining JFS, Joe worked as Managing Director of Investments for BPU Investment Management Inc. in Pittsburgh, PA. He also enjoyed successful careers with First Commonwealth Financial Advisors, Mellon Financial Corporation, and Federated Investors, Inc.
Joe received his Bachelor of Science Degree in Economics from John Carroll University (OH) and a Master of Science Degree from the University of Pittsburgh. He is a Chartered Financial Analyst (CFA) and an Accredited Investment Fiduciary Analyst (AIFA®). He is also a member of the CFA Institute and Pittsburgh Society of Financial Analysts.