Joseph P. Ciarleglio

Research Analyst & Portfolio Manager Associate

Education
University of Connecticut
BS, Finance
MBA

As a research analyst, Joe’s primary responsibility is to conduct research and analysis on individual stocks and industries. He also coordinates our on-site company visits to portfolio companies and conferences as well as attending quarterly corporate earnings calls and maintaining fundamental and market-related data screens to aid in the investment process. Joe also serves as the primary portfolio manager on a number of client accounts.

Previously, Joe worked at Moody’s Investors Service, where he was an associate analyst, specializing in speculative-grade restaurants and specialty retailers. Earlier, he worked at Thomaston Savings as a credit analyst in commercial lending.