Joe Cerullo Email & Phone Number

With over 21 years of work experience in the financial services industry, I am a Senior Consultant at Segal Marco Advisors, a leading global investment solutions firm. I provide investment consulting services to institutional clients, such as pension plans, endowments, foundations, and insurance companies. I help them design, implement, and monitor their investment strategies, portfolios, and policies, using my analytical and financial skills, as well as my knowledge of the market trends and opportunities. I also work with internal and external partners to deliver customized reports, presentations, and recommendations, ensuring client satisfaction and retention. In my previous role as a Performance Analyst at RBC Dexia Investor Services, I was responsible for producing and validating performance and attribution reports for various asset classes and benchmarks. I have a Bachelor of Business Administration degree from Ryerson University, and I am passionate about delivering high-quality investment solutions that meet the needs and objectives of my clients. I value collaboration, innovation, and excellence, and I strive to contribute to the growth and success of Segal Marco Advisors and its clients.

• 

  Ryerson University

  Business, Management, Marketing, And Related Support Services