Joe Perfilio
Chief Executive Officer at Integrated Capital Management, Inc.
Profile
Mr. Joseph C.
Perfilio is Chief Executive Officer at Integrated Capital Management, Inc. He is also Co-Founder and member of its investment committee.
Prior to co-founding ICM in 2009, Mr. Perfilio began his career as the Director of Investments for ASCO Financial where he served for 10 years and later began his own private wealth management firm, Clayton Perfilio, LTD where he served as President.
Mr. Perfilio received his Bachelors of Science in Finance and a Bachelors of Arts in Philosophy from the University of Scranton.
Joe Perfilio active positions
| Companies | Position | Start |
|---|---|---|
Integrated Capital Management, Inc.
 Integrated Capital Management, Inc. Investment ManagersFinance Integrated Capital Management, Inc. (iCM) is an independent registered investment advisor headquartered in Jessup, Pennsylvania. The firm was founded by Joseph Clayton and Michael Paciotti in 2009. iCM offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, municipal or government agencies, other investment advisers, insurance companies, broker/dealers, corporations and other business entities. | Chief Executive Officer | 2008-12-31 |
Former positions of Joe Perfilio
| Companies | Position | End |
|---|---|---|
Clayton Perfilio Ltd.
 Clayton Perfilio Ltd. Investment ManagersFinance Clayton Perfilio Ltd. provides investment advice. The private company is based in Scranton, PA. | Corporate Officer/Principal | - |
Asco Financial Group, Inc.
 Asco Financial Group, Inc. Investment ManagersFinance Asco Financial Group, Inc. (Asco) is an independent, SEC-registered investment advisor headquartered in Kingston, Pennsylvania. The firm was founded by Donald Williamson in 1985. Asco provides specialized services to various municipal and corporate pension plans in Northeastern and Central Pennsylvania. | Portfolio Manager-Equities | 2008-04-29 |
Training of Joe Perfilio
| University of Scranton | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Asco Financial Group, Inc.
Asco Financial Group, Inc. Investment ManagersFinance Asco Financial Group, Inc. (Asco) is an independent, SEC-registered investment advisor headquartered in Kingston, Pennsylvania. The firm was founded by Donald Williamson in 1985. Asco provides specialized services to various municipal and corporate pension plans in Northeastern and Central Pennsylvania. | Finance |
Integrated Capital Management, Inc.
Integrated Capital Management, Inc. Investment ManagersFinance Integrated Capital Management, Inc. (iCM) is an independent registered investment advisor headquartered in Jessup, Pennsylvania. The firm was founded by Joseph Clayton and Michael Paciotti in 2009. iCM offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, municipal or government agencies, other investment advisers, insurance companies, broker/dealers, corporations and other business entities. | Finance |
Clayton Perfilio Ltd.
Clayton Perfilio Ltd. Investment ManagersFinance Clayton Perfilio Ltd. provides investment advice. The private company is based in Scranton, PA. | Finance |
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