Joseph J. Virostek, Jr., CFA, AIFA®

Research Analyst

Joseph J. Virostek, Jr., CFA, AIFA®

Joining the JFS team in 2015, Joe serves as Research Analyst, leveraging his extensive industry experience to support the JFS investment process through security research and due diligence. He actively works on manager selection, portfolio construction, strategic and tactical allocation, and ongoing performance monitoring, with a focus in the Defined Benefit and Defined Contribution area.

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.