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@goodmanadvisorygroup.com
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Joe Rofino, Cfa is listed as Director of Research at Goodman Advisory Group, LLC, a with 8 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at goodmanadvisorygroup.com and a matched LinkedIn profile for Joe Rofino, Cfa.
Joe Rofino, Cfa previously worked as Institutional Consulting Analyst at Morgan Stanley Smith Barney and Senior Managed Accounts Specialist, Trading at Eaton Vance. Joe Rofino, Cfa holds Masters; Mba, Business Administration from University Of Massachusetts.
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SUMMARY OF QUALIFICATIONSProficient in broad based research over multiple asset classes; Accomplished in seeing creative investment solutions through from conception to execution; Experienced in working on complex, long-term projects with minimal guidance; Fluent in using Visual Basic to automate quantitative analysis and organize large data sets; Accustomed to working in high pressure environments with multiple concurrent projects and hard deadlinesSecurities offered through LPL Financial (LPL), member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment Advice offered through Goodman Advisory Group, LLC, a registered investment advisor.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.The financial professional associated with this profile may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Greater Boston Area
• Research investments and manage portfolios for high net worth individuals and corporations. • Meet with clients to discuss recommendations.• Trade client accounts.• Assist in the management of the firm including business planning.
• Functioned as team analyst for three advisors and institutional consultants with nearly $3 billion in assets under management.• Performed all research functions for the team. Covered managed accounts, mutual funds, ETFs, liquid alternatives, and private alternatives. Generated original market and securities research. Synthesized original research with firm research as needed.• Created a behavioral based philosophy and a bias-free fund selection process.• Conceptualized and executed the team’s Liability Driven Investment (LDI) strategy for our defined benefit clients. Constructed custom portfolio glide paths. Initiated and retained firm-wide coverage for Morgan Stanley’s only approved custom bond strategy specifically for LDI.• Ran a low volatility portfolio for private investors with full personal discretion. Assisted in the management of several other client strategies by providing research, recommendations, and trading. Voted on the team’s investment committee for large fund changes. Provided quantitative research for stock based portfolios.• Introduced an asset allocation based tax strategy for high net worth clients.• Attended and helped to conduct client meetings.
• Traded over $10B in fixed income and equity assets under the direction of ten portfolio managers• Created custom tools to perform portfolio analysis and gather security data; Prepared results and presented to portfolio managers and senior executives• Reviewed individual portfolios and created buy or sell orders to minimize deviation; Monitored prevailing market conditions including volatility and liquidity; Judged how best to implement large trades, balancing speed against execution price; Implemented fund wide security changes• Managed account cash levels; Set acceptable parameters and initiated rebalancing when necessary• Developed Excel macros using VBA; Used to analyze and refine data and automate manual tasks - Built a quantitative bond trading model to increase allocation accuracy and reduce taxable events - Saved $60,000 in annual data vendor charges by creating a custom reporting algorithm - Automated model change implementation, exponentially reducing time required to start trading - Eliminated over 40 hours of manual work each week in several areas of the department
Other employees you can reach at goodmanadvisorygroup.com. View company contacts for 8 employees →
Susanne Kaplan
Colleague at Goodman Advisory Group, LlcNeedham, Massachusetts, United States
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Brad Barthelemy
Colleague at Goodman Advisory Group, LlcNorth Middleboro, Massachusetts, United States
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Deborah Goodman, Cfp, Cpa
Colleague at Goodman Advisory Group, LlcGreater Boston, United States
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Selena Gray
Colleague at Goodman Advisory Group, LlcUnited States
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Rosalie Cryan
Colleague at Goodman Advisory Group, LlcBoston, Massachusetts, United States
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Joe Rofino, Cfa works for Goodman Advisory Group, LLC.
Joe Rofino, Cfa is listed as Director of Research at Goodman Advisory Group, LLC.
AeroLeads has found 1 work email signal at @goodmanadvisorygroup.com for Joe Rofino, Cfa at Goodman Advisory Group, LLC.
Joe Rofino, Cfa is based in Boston, Massachusetts, United States while working with Goodman Advisory Group, LLC.
Joe Rofino, Cfa has worked for Goodman Advisory Group, Llc, Morgan Stanley Smith Barney, Eaton Vance, and New Accounts.
Joe Rofino, Cfa's colleagues at Goodman Advisory Group, LLC include Susanne Kaplan, Brad Barthelemy, Deborah Goodman, Cfp, Cpa, Selena Gray, and Rosalie Cryan.
You can use AeroLeads to view verified contact signals for Joe Rofino, Cfa at Goodman Advisory Group, LLC, including work email, phone, and LinkedIn data when available.
Joe Rofino, Cfa holds Masters; Mba, Business Administration from University Of Massachusetts.
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