AeroLeads people directory · profile
Joe O'Flaherty Email & Phone Number
Chief Investment Officer / Investment Advisor
at
Channel Wealth
2 work emails found
@nuveen.com
3 phones found area 805 and 800
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Chief Investment Officer / Investment Advisor
Location
Santa Barbara, California, United States
Company size
Who is Joe O'Flaherty? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Joe O'Flaherty is listed as Chief Investment Officer / Investment Advisor at Channel Wealth, a company with 13 employees, based in Santa Barbara, California, United States. AeroLeads shows a work email signal at nuveen.com, phone signal with area code 805, 800, and a matched LinkedIn profile for Joe O'Flaherty.
Company email context
Email format at Channel Wealth
This section adds company-level context without repeating Joe O'Flaherty's masked contact details.
*@nuveen.com
71% confidence
AeroLeads found 2 current-domain work email signals for Joe O'Flaherty. Compare company email patterns before reaching out.
Profile bio
About Joe O'Flaherty
Joe O'Flaherty is a Chief Investment Officer / Investment Advisor at Channel Wealth. He possess expertise in equities, financial modeling, investments, asset management, portfolio management and 15 more skills. Colleagues describe him as "When Joe was hired, it was instantly clear that he was a great fit for the role of Analyst at Santa Barbara Asset Management. His Bloomberg Terminal knowledge alone is a great asset - when you add his amazing work ethic and helpful demeanor, you have a coworker who can't be topped. He is always available and willing to help with requests, and is eager to share his knowledge. He's the type of person who would make a great mentor to younger or less experienced employees. His work… Show more"
Listed skills include Equities, Financial Modeling, Investments, Asset Management, and 16 others.
Current workplace
Joe O'Flaherty's current company
Company context helps verify the profile and gives searchers a useful next step.
Channel Wealth
1 role
Joe O'Flaherty work experience
A career timeline built from the work history available for this profile.
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Chief Investment Officer / Investment Advisor
Team & coworkers
Colleagues at Channel Wealth
Other employees you can reach at channelwealth.com. View company contacts for 13 employees →
MP
Maxwell Phillips
Colleague at Channel WealthSanta Barbara, California, United States, United States
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CS
Chris Snowden
Colleague at Channel WealthSanta Barbara, California, United States, United States
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JA
Justin Anderson, Cfp®
Colleague at Channel WealthSanta Barbara, California, United States, United States
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AH
Allison Han
Colleague at Channel WealthSan Francisco Bay Area, United States
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Maxwell Phillips
Colleague at Channel WealthSanta Barbara, California, United States, United States
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CS
Chris Snowden
Colleague at Channel WealthSanta Barbara, California, United States, United States
View →
JA
Justin Anderson, Cfp®
Colleague at Channel WealthSanta Barbara, California, United States, United States
View →
AH
Allison Han
Colleague at Channel WealthSan Francisco Bay Area, United States
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FAQ
Frequently asked questions about Joe O'Flaherty
Quick answers generated from the profile data available on this page.
What company does Joe O'Flaherty work for?
Joe O'Flaherty works for Channel Wealth.
What is Joe O'Flaherty's role at Channel Wealth?
Joe O'Flaherty is listed as Chief Investment Officer / Investment Advisor at Channel Wealth.
What is Joe O'Flaherty's email address?
AeroLeads has found 2 work email signals at @nuveen.com for Joe O'Flaherty at Channel Wealth.
What is Joe O'Flaherty's phone number?
AeroLeads has found 3 phone signal(s) with area code 805, 800 for Joe O'Flaherty at Channel Wealth.
Where is Joe O'Flaherty based?
Joe O'Flaherty is based in Santa Barbara, California, United States while working with Channel Wealth.
What companies has Joe O'Flaherty worked for?
Joe O'Flaherty has worked for Channel Wealth.
Who are Joe O'Flaherty's colleagues at Channel Wealth?
Joe O'Flaherty's colleagues at Channel Wealth include Maxwell Phillips, Chris Snowden, Justin Anderson, Cfp®, and Allison Han.
How can I contact Joe O'Flaherty?
You can use AeroLeads to view verified contact signals for Joe O'Flaherty at Channel Wealth, including work email, phone, and LinkedIn data when available.
What skills is Joe O'Flaherty known for?
Joe O'Flaherty is listed with skills including Equities, Financial Modeling, Investments, Asset Management, Portfolio Management, Bloomberg, Fixed Income, and Mutual Funds.
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