Joseph Faragi

Joseph Faragi

Finance

Consumer Services

Career history of Joseph Faragi

Former positions of Joseph Faragi

Companies	Position	Start	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	2009-11-18	2010-11-24
	Portfolio Manager-Fixed Income	2009-11-18	2009-11-18
	Corporate Officer/Principal	2010-11-24	-

Training of Joseph Faragi

Monmouth University

Undergraduate Degree

Statistics

International

United States

4

Operational

Corporate Officer/Principal	2
Portfolio Manager-Equities	1
Portfolio Manager-Fixed Income	1

Sectoral

Finance	3
Consumer Services	2

Positions held

Active

Inactive

Listed companies

Private companies

Linked companies

Listed companies	1
CHARLES SCHWAB	Finance

Private companies

1

Finance

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