Joseph Soares

Prior to joining Maxam in November 2005, Mr. Soares started his career at Tremont in 1992 as a fund analyst and worked his way up through the ranks to be a Senior Vice President and the Director of Client Service.
His department consisted of a staff of 15 and was responsible for client reporting, manager monitoring and all portfolio operations.
Mr. Soares was on Tremont’s New Product Development Committee and instrumental in helping to design Tremont’s internal Investment Management System, which monitored and tracked their portfolio holdings.
He also spent 18 months managing the Tremont (Bermuda) Limited office, where the main focus was fund administration.
Mr. Soares holds Series 7, 63, 24 and 3 Licenses.
He has a Bachelor's degree in Economics from the State University of New York at Albany.