Joseph P. Arce Email and Phone Number
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Highly motivated and accomplished investment professional, chief-of-staff, and relationship manager. An experienced negotiator and strategist providing advice and guidance for registered investment advisors, executives, business owners, and their teams. Resourceful and productive to accomplish company goals and initiatives, as well as highly effective at managing multiple priorities. Passionate leader with strong team-building and interpersonal skills. Known for extraordinary detail and follow through on all projects. Has excellent contacts throughout the community.I AM ALWAYS GRATEFUL FOR YOUR ENDORSEMENTS AND RECOMMENDATIONS. HOWEVER, INDUSTRY REGULATION PRECLUDES ME FROM PUBLISHING ENDORSEMENTS OF MY BUSINESS SKILLS ON MY LINKEDIN PROFILE.
The Norden Group
View- Website:
- thenordengroup.com
- Employees:
- 25
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Chief Compliance OfficerThe Norden GroupSan Diego, Ca, Us
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Chief Compliance OfficerKey Bridge Compliance, Llc May 2023 - Aug 2024Covington, Kentucky, UsResponsible for developing, implementing and maintaining the compliance program for multiple SEC registered investment advisory clients. -
Chief Operating Officer & PartnerWfa Wealth Managers Nov 2014 - May 2023San Diego, Ca, UsResponsible for all aspects of daily operations for San Diego based Wealth Management firm. In charge of financials, human resources, strategic initiatives, overall operations, and training. Serves as Chief Compliance Officer and a member of the Investment Committee. -
Portfolio Manager & Team LeaderBrandes Investment Partners, L.P. 1998 - Sep 2013La Jolla, California, UsClient Management: Responsible for all aspects of client relationships and daily account management of over $5 Billion Lead a team to service all facets of accounts on sponsor firm’s platform In-depth knowledge of investment portfolio construction, strategies, and decisions Conducted portfolio reviews, client meetings and conference calls, communicating decisions and performance attribution Supervised and trained a team of Portfolio Administrators on processing and handling all client requestsRelationship Management: Experience in managing all aspects of account products and platforms: Separately Managed Accounts (SMA), Unified Managed Accounts (UMA), Dual Contract, Mutual FundsOperations: Chief-of-Staff to Director of Portfolio Management with range of responsibilities, including: portfolio compliance, trading compliance & broker operations, private client risk issues, portfolio management error oversight, portfolio management systems development, disaster recovery plans, SAS70 reports, ADV updates -
Assistant Vice President & Portfolio ManagerScripps Bank 1996 - 1998Developed, marketed and managed Scripps Bank Managed Allocation Program (MAP), fully discretionary high net worth agency accounts of mutual fund allocations. Managed fixed-income agency accounts that included allocating treasury, corporate, and municipal bonds for the trust division. Member of Scripps Bank Investment Committee.
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Portfolio ManagerFirst Interstate Capital Management / Wells Fargo Capital Management 1993 - 1996Managed investment portfolios, equaling $300 million in market value. Made strategic investment decisions as part of the investment committee, and provided research on equity and fixed income investment assets. Responsible for creating and communicating investment decisions and strategies to institutional and high net worth clients. Alternate securities trader for all investment accounts.Chairman of the Performance Investment Committee, and member of the Southwest Region Closely Held Asset Committee.
Joseph P. Arce Skills
Joseph P. Arce Education Details
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University Of San DiegoInternational Business -
University Of Nevada-Las VegasFinancial Real Estate And Financial Investments
Frequently Asked Questions about Joseph P. Arce
What company does Joseph P. Arce work for?
Joseph P. Arce works for The Norden Group
What is Joseph P. Arce's role at the current company?
Joseph P. Arce's current role is Chief Compliance Officer.
What is Joseph P. Arce's email address?
Joseph P. Arce's email address is jo****@****des.com
What is Joseph P. Arce's direct phone number?
Joseph P. Arce's direct phone number is +161949*****
What schools did Joseph P. Arce attend?
Joseph P. Arce attended University Of San Diego, University Of Nevada-Las Vegas.
What skills is Joseph P. Arce known for?
Joseph P. Arce has skills like Equities, Portfolio Management, Asset Managment, Value Investing, Investment Management, Asset Allocation, Investment Strategies, Asset Management, Bloomberg, Mutual Funds, Alternative Investments, Investment Advisory.
Who are Joseph P. Arce's colleagues?
Joseph P. Arce's colleagues are Tyson Wakley, Shane Jensen, Chfc®, Renn M. Olsen, Cfp®, Trent Johnson, Jason M. Perkins, Cody Hutchinson, Brad Sorensen.
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