Profile
Mr. Vardaro joined The Swarthmore Group in 2003.
Mr. Vardaro was President and Chief Executive Officer of Wilmerding & Associates, a registered investment advisor.
Mr. Vardaro’s professional experience also includes GRE Insurance Group, where he served as Executive Vice President and Chief Investment Officer and was responsible for $3 billion of fixed income and equity investments, and the Penn Mutual Life Insurance Company where he served as Senior Vice President.
Mr. Vardaro holds an A.B.
degree from Villanova University and an M.B.A.
from New York University.
He holds a Chartered Life Underwriter (CLU) designation.
He is a member of the Financial Analysts of Philadelphia and the Association of Investment Management and Research.
Former positions of Joe E. Vardaro
| Companies | Position | End |
|---|---|---|
The Swarthmore Group, Inc.
 The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | Chief Investment Officer | 2008-02-28 |
The Penn Mutual Life Insurance Co.
 The Penn Mutual Life Insurance Co. Life/Health InsuranceFinance The Penn Mutual Life Insurance Co. provides life insurance services. It offers term life, major medical, annuities, disability, long term care, and consultancy services to trades unions, individuals, and business marketplace. The company was founded in 1847 and is headquartered in Horsham, PA. | Portfolio Manager-Equities | - |
Wilmerding & Associates, Inc.
 Wilmerding & Associates, Inc. Investment ManagersFinance Wilmerding & Associates, Inc. (WA) is a registered investment advisor based in Rosemont, Pennsylvania. The firm is a subsidiary of Peoples First, Inc. (NASDAQ: PPFR) | President | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | Finance |
Wilmerding & Associates, Inc.
Wilmerding & Associates, Inc. Investment ManagersFinance Wilmerding & Associates, Inc. (WA) is a registered investment advisor based in Rosemont, Pennsylvania. The firm is a subsidiary of Peoples First, Inc. (NASDAQ: PPFR) | Finance |
The Penn Mutual Life Insurance Co.
The Penn Mutual Life Insurance Co. Life/Health InsuranceFinance The Penn Mutual Life Insurance Co. provides life insurance services. It offers term life, major medical, annuities, disability, long term care, and consultancy services to trades unions, individuals, and business marketplace. The company was founded in 1847 and is headquartered in Horsham, PA. | Finance |
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