Role listed
Larocque Management Company, Llc
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Joe Larocque, Cpa Email & Phone Number
Executive Coach, experienced Board Chair and Independent multi-jurisdiction mutual fund Non-Executive Director
at
LaRocque Management Company, LLC
1 work email found
@leggmason.com
1 phone found area 410
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Executive Coach, experienced Board Chair and Independent multi-jurisdiction mutual fund Non-Executive Director
Location
Baltimore, Maryland, United States
Who is Joe Larocque, Cpa? Overview
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Quick answer
Joe Larocque, Cpa is listed as Executive Coach, experienced Board Chair and Independent multi-jurisdiction mutual fund Non-Executive Director at LaRocque Management Company, LLC, based in Baltimore, Maryland, United States. AeroLeads shows a work email signal at leggmason.com, phone signal with area code 410, and a matched LinkedIn profile for Joe Larocque, Cpa.
Joe Larocque, Cpa previously worked as Executive Coach at Larocque Management Company, Llc and Independent Trustee and Audit Committee Chair at Lincoln Funds Trust. Joe Larocque, Cpa holds Mba, Business Administration And Management, General from Southern New Hampshire University.
Company email context
Email format at LaRocque Management Company, LLC
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*@leggmason.com
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AeroLeads found 1 current-domain work email signal for Joe Larocque, Cpa. Compare company email patterns before reaching out.
Profile bio
About Joe Larocque, Cpa
Experienced Board Chair and independent non-executive Director. Financial Expert. Big 4 Public Accounting experience with MBA and thirty years of senior hands-on global asset management experience leading teams in the US and abroad including investment managers, international product development, and distribution.
Listed skills include Mutual Funds, Strategy, Wealth Management, Investments, and 41 others.
Current workplace
Joe Larocque, Cpa's current company
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15 roles · 35 years
Joe Larocque, Cpa work experience
A career timeline built from the work history available for this profile.
Executive Coach
Current
Larocque Management Company, Llc
I offer specific coaching services to help individuals improve their performance, develop their skills, and achieve their goals, with a focus on one-on-one coaching sessions. My coaching program provides a safe and supportive environment for clients to explore their thoughts, feelings, and ideas.I work with clients from various industries and backgrounds.
Sep 2024 - Present
Independent Trustee And Audit Committee Chair
Current
Lincoln Funds Trust
Jun 2024 - Present
Independent Non-Executive Director
CurrentINED for CTI’s UK OEIC fund ranges.
Jan 2024 - Present
Independent Non-Executive Director - Luxembourg Funds
Current
May 2021 - Present
Non-Executive Director And Board Chair - Franklin Templeton Irish Funds
Current
Franklin Templeton Ireland
Jun 2006 - Present
Independent Non-Executive Director - Franklin Templeton Luxembourg Funds
Current
Franklin Templeton Luxembourg
Nov 2022 - Present
Founder
CurrentLeveraging my CPA and global financial services experiences, I have created a boutique Tax Advisory Firm to help clients understand and navigate their US Tax obligations.
May 2022 - Present
Jan 2020 - May 2022
Managing Director, Affiliate Strategic Initiatives And Board Chair Legg Mason Ireland
While a member of the Operating Committee and reporting to a member of the Executive Committee, I served as an Operating Partner with the C-Suite for five boutique affiliates (fixed income, equity, alternatives and solutions) where I provided on-going strategic support, consultation on business development and resolution of operating issues. I was a member.
2010 - Jun 2019
Managing Director, Chief Administrative Officer - International
Using influence, oversaw corporate relationships with internal “business support” partners to ensure proper global delivery of services to international locations (included, finance, human resources, technology, fund administration, legal and compliance). I served as Board Chair for Irish and Luxembourg Fund ranges. I was also the Chair of internal.
Dec 2008 - Dec 2010
Managing Director, Head Of International Product Mgmt, Chief Administrative Officer – International
I led a global team (US, UK, Luxembourg, Singapore, Japan, Australia) managing all product development, fund rationalization, mergers and restructuring in both cross-border and local fund ranges. We decreased time to market by creating an incubation prospectus and performed third-party vendor rationalizations. I also led the team responsible for country.
Nov 2005 - Dec 2008
Vice President & Managing Director, Legg Mason Investments – Americas
I was responsible for all sales, marketing and operations for the offshore Americas business. During that time I restructured the teams sales focus and incentive compensation and increased non-money fund assets by 500% in 2 years. As part of this role I worked closely with distribution partners to negotiate distribution and revenue sharing agreements
May 2003 - Nov 2005
Vice President & Director, Legg Mason Institutional Asset Management
Feb 2001 - May 2003
Senior Manager
I started my career at PwC in their Boston office working on mutual fund/financial services and other SEC regulated clients. I took the opportunity to do a three year exchange allowing me to work and live in Dublin, Ireland. I finished my PwC career in Baltimore, Maryland working on financial services clients before moving onto Legg Mason.
1991 - 2001
~10 yrs
3 education records
Joe Larocque, Cpa education
Mba, Business Administration And Management, General
Southern New Hampshire University
Coaching
Coachu
Bs, Hotel, Motel, And Restaurant Management
Southern New Hampshire University
FAQ
Frequently asked questions about Joe Larocque, Cpa
Quick answers generated from the profile data available on this page.
What company does Joe Larocque, Cpa work for?
Joe Larocque, Cpa works for LaRocque Management Company, LLC.
What is Joe Larocque, Cpa's role at LaRocque Management Company, LLC?
Joe Larocque, Cpa is listed as Executive Coach, experienced Board Chair and Independent multi-jurisdiction mutual fund Non-Executive Director at LaRocque Management Company, LLC.
What is Joe Larocque, Cpa's email address?
AeroLeads has found 1 work email signal at @leggmason.com for Joe Larocque, Cpa at LaRocque Management Company, LLC.
What is Joe Larocque, Cpa's phone number?
AeroLeads has found 1 phone signal(s) with area code 410 for Joe Larocque, Cpa at LaRocque Management Company, LLC.
Where is Joe Larocque, Cpa based?
Joe Larocque, Cpa is based in Baltimore, Maryland, United States while working with LaRocque Management Company, LLC.
What companies has Joe Larocque, Cpa worked for?
Joe Larocque, Cpa has worked for Larocque Management Company, Llc, Lincoln Funds Trust, Columbia Threadneedle Investments Emea Apac, Franklin Templeton Ireland, and Franklin Templeton Luxembourg.
How can I contact Joe Larocque, Cpa?
You can use AeroLeads to view verified contact signals for Joe Larocque, Cpa at LaRocque Management Company, LLC, including work email, phone, and LinkedIn data when available.
What schools did Joe Larocque, Cpa attend?
Joe Larocque, Cpa holds Mba, Business Administration And Management, General from Southern New Hampshire University.
What skills is Joe Larocque, Cpa known for?
Joe Larocque, Cpa is listed with skills including Mutual Funds, Strategy, Wealth Management, Investments, Internal Controls, Asset Management, Financial Services, and Valuation.
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