Client Service Manager
Joseph joined Knights of Columbus in 2014 as a Credit Analyst, before moving to a sales and client service role with Asset Advisors in 2017. He holds a bachelor’s degree from the Dolan School of Business at Fairfield University. Prior to joining the Knights, Joseph worked at UBS Asset Management.
Joseph holds a Series 7 and Series 66 Securities License.
SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Drive, Oaks, PA, 19456) is the distributor for the Catholic Investor Funds. Check the background of SIDCO on: