Joseph Yusko, Cfa, Caia, Cipm Email & Phone Number

Morgantown, Pa

Lead firm investment strategy for $900 Million in AUM across 7,000 client accounts and 3,000 client relationships. Portfolio manager for firm focusing on values aligned actively managed strategies. Internally promoted to Director of Investment Management in 2023. Produce client facing market commentary. Oversee wealth management department including trading, investment research, and investment management. • Portfolio Manager for 36 actively managed traditional and values-based SMA active management strategies for $750 million from fund based to individual equities• Managed three analyst direct reports comprising the wealth management department coordinating portfolio management, research, trading, and operational needs for the firm.• Investment lead on for the retirement plan team responsible for designing 401(k) and 403(b) investment allocations consisting of QDI, fund lists, and managed models for 34 plans with $40 million in assets. Provide quarterly plan investment review and vetting potential retirement plan vendors.• Create internal and client facing market and investment commentaries equipping 20 advisors and 3,000 clients with market pulse and strategy updates. • Chair the investment performance committee and lead creating performance policies and performance composites on path to claiming GIPS compliance liaising with the composite system vendor, verification firm, and performance consultant.• Chaired the Investment committee providing investment oversight and guidance for the firm. Lead the Revision of firm value-based screening methodology in response to vendor methodology changes and prior policy deficiencies with regards to inconsistent vendor data and data timeliness. • Met with institutional and high net worth clients to provide investment process and strategy commentary and investment advice on complex situations. • Project manager for conversion from Envestnet Tamarac to AdvisorPeak trading software.

• Managed $850+ Million AUM of mainly values based multi-asset SMA/IMA across 64+ models.• Managed Individual Equity, Equity Fund, Fixed Income Fund, and Alternates Fund sub models.• Managed both optimization-based and direct index tracking strategies for IMA’s with a tax overlay.• Launched two defined-outcome ETF based strategies• Launched a dividend growers replication strategy and values screened companion strategy.• Sub-advised two process driven momentum themed, values focused ETF’s: FEVR and GLRY.• Lead Investment strategy and investment research for the company including wealth management meetings and directed analyst research.• Directed firm economic view and portfolio positioning• Lead and disseminated firm investment strategy and economic outlook internally and to clients• Designed custom strategies and investment advice to meet individual client financial goals.• Content committee contributing member reviewing educational articles and co-authoring the weekly market communication.• Lead firm block trading and model implementation directing model trading strategies.

Oaks, Pa, Us

• Traded managed index replication municipal bond strategies and created and implemented LDI hedging strategies. • Traded US Treasuries, Corporate Bonds, Foreign Government Bonds, and Municipal Bonds.• Implement and analyzed LDI strategies for USD, EURO, and GBP denominated pension plans.• Non-US LDI: Created and applied models for interest rate and inflation in leverage, KRD, and DV01/IE01 on $2 Billion book. • US LDI: Created completion hedging models using US Treasury Strips to meet KRD DV01 exposure targets for $2.5 Billion in assets. Traded US Treasury strips for $2.5 billion of portfolios to implement hedging.• Managed $300 million of index tracking municipal bond SMA portfolios using a factor based, constrained optimization process to replicate benchmark index performance across SMA accounts under the Sr. PM for sub 100bps tracking error target. Sourced municipal bond inventory, modified optimizer constraints, and executed trades for strategy.• Designed and implemented an automated trade execution models for US Treasury, Corporate Bond, and Municipal Bond laddered bond portfolios automating the investment of $3 billion across 6,000 laddered bond SMA accounts leading to 17% reduction in overhead costs.• Facilitated daily margining of $2 billion OTC derivative and FX hedging program for mutual funds and unitized assets in USD, EUR, and GBP creating Excel automation for a 50% reduction in response times.• Facilitated integrations between custodians, Bloomberg AIM OMS, back-office, and risk systems working with vendors, internal technology groups, and stakeholders to move desk to straight through processing.• Ensured data integrity on desk through reconciliation of margin positions, swap valuations, account positions, account status, and fund leverage. • Developed manager comminution automation and an automated account oversight report to track account manager performance.

Latrobe, Pa, Us

Promote engagement while promoting a living environment suited to equal educational opportunity.

Latrobe, Pa, Us

Meet duplicating and printing needs while providing high quality services to customers.

Masters Of Science, Data Science

Bachelor Of Science (Bs), Economics And Mathematics

Bachelor Of Science - Bs, Economics And Mathematics