Profile
Mr. Joseph Foy is an Investment Analyst at Ogorek Wealth Management LLC.
He is responsible for executing investment trades, maintaining portfolio reporting software, completing compliance forms, running billing processes and posting client quarterly reports.
He also assists the Portfolio Manager on research projects and with other ad hoc requests.
Mr. Foy was previously employed as a Transaction Capture Analyst by Citi Fund Services, Inc.
He received his undergraduate degree from Canisius College.
Joseph Foy active positions
Companies | Position | Start |
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Ogorek Wealth Management LLC
Ogorek Wealth Management LLC Investment ManagersFinance Ogorek Wealth Management LLC (OWM) is an independent registered investment advisor headquartered in Williamsville, New York. The firm was founded by Anthony J. Ogorek in 2002. OWM offers advisory services to individuals, families, business entities, retirement plans, trust, estates, charitable organizations and non-profit organizations. | Analyst-Equity | 2021-02-28 |
Former positions of Joseph Foy
Companies | Position | End |
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Citi Fund Services, Inc.
Citi Fund Services, Inc. Citi Fund Services, Inc. acts as domestic and international investment managers. It offers administration and accounting, transfer agency and shareholder services. The company was founded on October 1, 1993 and is headquartered in Columbus, OH. | Corporate Officer/Principal | 2021-02-28 |
Training of Joseph Foy
Canisius College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
Private companies | 2 |
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Citi Fund Services, Inc.
Citi Fund Services, Inc. Citi Fund Services, Inc. acts as domestic and international investment managers. It offers administration and accounting, transfer agency and shareholder services. The company was founded on October 1, 1993 and is headquartered in Columbus, OH. | |
Ogorek Wealth Management LLC
Ogorek Wealth Management LLC Investment ManagersFinance Ogorek Wealth Management LLC (OWM) is an independent registered investment advisor headquartered in Williamsville, New York. The firm was founded by Anthony J. Ogorek in 2002. OWM offers advisory services to individuals, families, business entities, retirement plans, trust, estates, charitable organizations and non-profit organizations. | Finance |
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