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Joe Capaldi, Cfa Email & Phone Number

Investment Director - AIM Portfolio Service at Brooks Macdonald
Location: United Kingdom, United Kingdom, United Kingdom 9 work roles 2 schools
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Current company
Brooks Macdonald
Role
Investment Director - AIM Portfolio Service
Location
United Kingdom, United Kingdom, United Kingdom
Company size
314 employees

Who is Joe Capaldi, Cfa? Overview

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Quick answer

Joe Capaldi, Cfa is listed as Investment Director - AIM Portfolio Service at Brooks Macdonald, a company with 314 employees, based in United Kingdom, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Joe Capaldi, Cfa.

Joe Capaldi, Cfa previously worked as Investment Director at Cs Investment Managers and Investment Analyst at Cs Investment Managers. Joe Capaldi, Cfa studied at University Of Strathclyde.

Company email context

Email format at Brooks Macdonald

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Brooks Macdonald

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Profile bio

About Joe Capaldi, Cfa

Experienced investment professional with a history of managing AIM IHT and multi-asset portfolios across a variety of risk mandates. This includes various structures such as pensions, family trusts, companies and OEICs. Skilled in direct stock picking (particularly AIM and smaller companies), fixed income and collective investments across multiple asset classes. A CFA Charterholder and a graduate of the University of Strathclyde.Joe was recognised in Citywire Wealth Manager's Top 30 Under 30 list in 2019.

Listed skills include Financial Modeling, Investments, Asset Management, Microsoft Excel, and 2 others.

Current workplace

Joe Capaldi, Cfa's current company

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Brooks Macdonald
Brooks Macdonald
Investment Director - AIM Portfolio Service
london, greater london, united kingdom
Website
brooksmacdonald.com
Employees
314
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9 roles

Joe Capaldi, Cfa work experience

A career timeline built from the work history available for this profile.

Investment Director - Aim Portfolio Service

Current
Brooks Macdonald

Edinburgh, Scotland, United Kingdom

Oct 2022 - Present

Investment Sales And Marketing Internship

The Rohatyn Group

London, United Kingdom

May 2012 - Jun 2012

Business Development Manager

The Dynamic Zone

Dubai, UAE

Sep 2011 - May 2012
Team & coworkers

Colleagues at Brooks Macdonald

Other employees you can reach at brooksmacdonald.com. View company contacts for 314 employees →

LG Lionel G. Lionel G. Colleague at Brooks Macdonald London, England, United Kingdom, United Kingdom View → KD Karl Daly Karl Daly Colleague at Brooks Macdonald London, England, United Kingdom, United Kingdom View → AK Abebe Kassa Ferede Abebe Kassa Ferede Colleague at Brooks Macdonald Ethiopia, Ethiopia View → GM Gareth Mason Gareth Mason Colleague at Brooks Macdonald London, England, United Kingdom, United Kingdom View → AV Andy Vine Andy Vine Colleague at Brooks Macdonald Dartford, England, United Kingdom, United Kingdom View → ES Emma Singh Emma Singh Colleague at Brooks Macdonald Southend-On-Sea, England, United Kingdom, United Kingdom View → PM Patrick Maloney Patrick Maloney Colleague at Brooks Macdonald St. Helier, St. Helier, Jersey, Jersey View → CS Chris Sutch Chris Sutch Colleague at Brooks Macdonald Camberley, England, United Kingdom, United Kingdom View → ME Mark Edmonds, Chartered Mcsi, Dippfs, Certpfs (Dm) Mark Edmonds, Chartered Mcsi, Dippfs, Certpfs (Dm) Colleague at Brooks Macdonald Saint Peter Port, Guernsey, Guernsey, Guernsey View → AE Alister Eden Apfs Alister Eden Apfs Colleague at Brooks Macdonald West Midlands, England, United Kingdom, United Kingdom View →
2 education records

Joe Capaldi, Cfa education

Education record

Loretto School
FAQ

Frequently asked questions about Joe Capaldi, Cfa

Quick answers generated from the profile data available on this page.

What company does Joe Capaldi, Cfa work for?

Joe Capaldi, Cfa works for Brooks Macdonald.

What is Joe Capaldi, Cfa's role at Brooks Macdonald?

Joe Capaldi, Cfa is listed as Investment Director - AIM Portfolio Service at Brooks Macdonald.

Where is Joe Capaldi, Cfa based?

Joe Capaldi, Cfa is based in United Kingdom, United Kingdom, United Kingdom while working with Brooks Macdonald.

What companies has Joe Capaldi, Cfa worked for?

Joe Capaldi, Cfa has worked for Brooks Macdonald, Cs Investment Managers, Holborn Assets Llc, Cornhill Management O.C.P.,A.S., and Alquity Investment Management Limited.

Who are Joe Capaldi, Cfa's colleagues at Brooks Macdonald?

Joe Capaldi, Cfa's colleagues at Brooks Macdonald include Lionel G., Karl Daly, Abebe Kassa Ferede, Gareth Mason, and Andy Vine.

How can I contact Joe Capaldi, Cfa?

You can use AeroLeads to view verified contact signals for Joe Capaldi, Cfa at Brooks Macdonald, including work email, phone, and LinkedIn data when available.

What schools did Joe Capaldi, Cfa attend?

Joe Capaldi, Cfa studied at University Of Strathclyde.

What skills is Joe Capaldi, Cfa known for?

Joe Capaldi, Cfa is listed with skills including Financial Modeling, Investments, Asset Management, Microsoft Excel, Portfolio Management, and Equities.

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