Joseph Faragi

Finance

Consumer Services

Profile

Mr. Faragi joined Roosevelt Investments in 2004.
Previously, he was with Charles Schwab, where he served as Senior Investment Consultant and focused on private client services and served as part of branch management.
His prior experience also includes financial, retirement, educational, and estate planning as well as conducting portfolio analysis and rebalancing services for clients.
Mr. Faragi received a BA from Monmouth University and currently holds his Series 65 license.

Former positions of Joseph Faragi

Companies	Position	End
CHARLES SCHWAB	Corporate Officer/Principal	-
The Roosevelt Investment Group LLC The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors.	Portfolio Manager-Equities	2010-11-24

See the detail of Joseph Faragi's experience

Training of Joseph Faragi

Monmouth University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies