Profil
Mr. Joseph R.
Romano is a President at Romano Brothers & Co. Mr. Romano joined the firm in 1995 and is engaged in general securities and portfolio management and works in partnership with his father, Richard Romano.
He directly oversees all day-to-day operations of the firm and leads the Investment Committee.
He also served as President of the Illinois Securities Industry Association (ISIA) from 2005-2007.
Mr. Romano was a past member of the Financial Industry Regulatory Authority (FINRA) District 8 Committee, served as Chair of the FINRA Small Firm Advisory Board, and served on the FINRA Board of Governors alongside other prominent Wall Street executives and public regulators from 2015 to 2018.
He earned his B.A.
in Economics with Honors from Wesleyan University, Middletown, CT and holds the Certified Financial Planner certification.
Aktive Positionen von Joe Romano
Unternehmen | Position | Beginn |
---|---|---|
Romano Brothers & Co.
Romano Brothers & Co. Investment ManagersFinance Romano Brothers & Co., Romano Wealth Management (RWM), is an independent, dually registered broker-dealer and investment advisor headquartered in Evanston, Illinois. RWM manages portfolios for a variety of clients such as individuals, high-net-worth individuals, employee benefit plans, non-profit organizations, endowments, trusts, estates, corporations, and other entities. | Vorstandsvorsitzender | 01.01.1995 |
Ausbildung von Joe Romano
Wesleyan University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
---|---|
Romano Brothers & Co.
Romano Brothers & Co. Investment ManagersFinance Romano Brothers & Co., Romano Wealth Management (RWM), is an independent, dually registered broker-dealer and investment advisor headquartered in Evanston, Illinois. RWM manages portfolios for a variety of clients such as individuals, high-net-worth individuals, employee benefit plans, non-profit organizations, endowments, trusts, estates, corporations, and other entities. | Finance |