Joe Barbieri is currently the President of Joe the Investor, which operates an investment education and advising practice with the JoetheInvestor brand.
Flexibility is achieved through customized solutions designed for any particular person or company. Independent thinking over a wide array of topics is emphasized as well as competitive pricing adjusted to client needs.
Barbieri has Bachelors' degrees in both Civil Engineering and Commerce
from the University of Toronto. Joe Barbieri holds a Chartered Financial Analyst (CFA) designation from the CFA Institute.
He has worked in the Financial
Services sector for over 15 years, with over 10 years on the
institutional side of the business. He has covered positions on the consulting, investment
manager and client side of the institutional table.
He has worked for
many companies including The Toronto Dominion Bank, State Street Bank, Russell
Investment Group (Frank Russell Canada), Franklin Templeton
Investments and OPSEU Pension Trust.