Joe Fernandez, Cfp® Email & Phone Number

Greenwich, Ct, Us

Miami, Florida, Us

Established in 1967, The Miami Foundation is the foundation for people who are passionate about Miami. We’ve partnered with individuals, families and corporations who have created more than 1,000 personalized, philanthropic Funds. Thanks to them and their generosity, the Foundation has awarded $350 million in grants. Today, we manage close to $350 million to address the community’s needs now for a more resilient tomorrow.

New York, Ny, Us

Leader/executive responsible for for all aspects of the wealth management business, including business development, wealth management and planning, investment management and private banking.

New York, Ny, Us

Responsible for the management of all client facing wealth and portfolio management professionals in the Florida market. Based out of Miami, covering offices along the SE and SW coasts. Oversee the delivery of investment management, wealth management and client service for leading wealth management organization in the U.S.Member of the Asset Management Operating Committee, Member of the Alternative Investments Committee, overseeing alternative investment vehicles (e.g. hedge funds), and Vice President of Mellon Hedge Advisors, LLC.

New York, Ny, Us

Led a team of portfolio management/wealth management professionals based in Miami, Florida. The team led its peers nationally in client retention and client satisfaction. Doubled assets under management in under four years largely through client referrals, enrichments and acquisition of new business in concert with dedicated development officers.Managed portfolio management personnel, budgeting, financial management and marketing activities for the team. As a portfolio manager, responsible for client management and delivery of investment management capabilities to clients through a comprehensive process that includes asset allocation, wealth planning, and implementation of the investment management plan.

New York, Ny, Us

Tasked with developing long-range strategic plan for leading wealth management and investment management organization focused on individuals, families and the entities that they support. Developed and executed merger and acquisition strategy that ultimately contributed in significant measure to non-organic growth of the organization. Successfully completed over a dozen acquisitions of independent registered investment advisors, trust companies, banks and hedge funds.Led various high visibility, high impact projects that materially impacted firmwide results.

New York, Ny, Us

Portfolio manager responsible for the management of discretionary accounts. Handled all aspects of the wealth management engagement with the clients and internal experts. Primary day-to-day engagement was in the investment management elements of the account relationship.Integrated asset allocation, wealth planning and investment management in the delivery of the firm's capabilities. As portfolio manager, serve as the primary point of accountability with the client in ensuring their wealth management needs are addressed.

Founded in 1972 by a Wall Street legend, GCM was a registered investment advisor serving a small group of very high-net-worth families. The firm managed multi-cap long-only equity strategies, as well as both taxable and tax-exempt fixed income portfolios. Through an affiliate, an on-shore long/short hedge fund and off-shore long/short hedge fund were also offered.The firm provided comprehensive investment management and wealth management capabilities for its clients. Investment management capabilities included advisory services to high-end corporate clients, including consulting on potential mergers, acquisitions and major product launches.

Inaugural Class: Next Generation Executive

Certificate, Personal Financial Planning

Bachelor Of Science - Bs, Accounting

High School