Joe Mareci
Director of Research - Equity at Boyar Asset Management, Inc.
Profile
Mr. Joseph C.
Mareci, CFA, is a Director of Research at Boyar Asset Management, Inc. He has over 26 years of investment experience and joined Boyar in early 2005.
Prior to joining the firm, he was a Vice President at Walnut Asset Management where he led the firm’s equity research capabilities, served on the investment policy committee, and managed several institutional insurance portfolios.
Previously, he was an analyst at IAS, an institutional investment consulting firm specializing in the insurance industry.
He is a past member of the Philadelphia Securities Association, where he held several roles including a member of the group’s Board of Governors.
He received a BS in Finance from Penn State University and is a CFA charter holder and a member of the New York Society of Security Analysts and the CFA Institute.
Joe Mareci active positions
| Companies | Position | Start |
|---|---|---|
Boyar Asset Management, Inc.
 Boyar Asset Management, Inc. Investment ManagersFinance Boyar Asset Management, Inc. (Boyar) is an independent registered investment adviser and wealth management firm headquartered in New York City. The firm was founded by Mark A. Boyar in 1983. Boyar offers discretionary and non-discretionary investment advisory services to separately managed client accounts, private funds, and open-ended registered investment company. | Director of Research - Equity | 01/01/2005 |
Former positions of Joe Mareci
| Companies | Position | End |
|---|---|---|
Walnut Asset Management LLC
 Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Analyst-Equity | 31/12/2004 |
TOTE Services, Inc.
 TOTE Services, Inc. Marine ShippingTransportation TOTE Services, Inc. provides ship management services. It offers crewing and technical services. The company was founded in 1975 and is headquartered in Jacksonville, FL. | Corporate Officer/Principal | - |
Training of Joe Mareci
| The Pennsylvania State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Boyar Asset Management, Inc.
Boyar Asset Management, Inc. Investment ManagersFinance Boyar Asset Management, Inc. (Boyar) is an independent registered investment adviser and wealth management firm headquartered in New York City. The firm was founded by Mark A. Boyar in 1983. Boyar offers discretionary and non-discretionary investment advisory services to separately managed client accounts, private funds, and open-ended registered investment company. | Finance |
Walnut Asset Management LLC
Walnut Asset Management LLC Investment ManagersFinance Founded in 1988, Walnut Asset Management LLC is an investment advisor firm located in Philadelphia. In 2002, the firm merged with Addison Capital Management LLC, also of Philadelphia. Walnut is a subsidiary of Phoenix Investment Partners, Ltd., the investment management arm of The Phoenix Companies (NYSE: PNX). | Finance |
TOTE Services, Inc.
TOTE Services, Inc. Marine ShippingTransportation TOTE Services, Inc. provides ship management services. It offers crewing and technical services. The company was founded in 1975 and is headquartered in Jacksonville, FL. | Transportation |
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