Joe Splendorio active positions
| Companies | Position | Start | End |
|---|---|---|---|
CWS Financial Advisors LLC
 CWS Financial Advisors LLC Investment ManagersFinance CWS Financial Advisors LLC (CWSFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Kalamazoo, Michigan. The firm was founded by Joseph Splendorio in 2018. CWSFA provides comprehensive financial planning and wealth management services to individuals, families, and business owners. | Founder | 01/04/2018 | - |
| Portfolio Manager-Equities | 01/04/2018 | - |
Career history of Joe Splendorio
Former positions of Joe Splendorio
| Companies | Position | Start | End |
|---|---|---|---|
| Wells Fargo Advisors (California) | Corporate Officer/Principal | 01/01/2011 | 01/01/2014 |
Macquarie Capital (USA), Inc.
 Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Corporate Officer/Principal | 01/01/2007 | 01/01/2011 |
Training of Joe Splendorio
| Cornell University | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Corporate Officer/Principal | 2 |
| Founder | 1 |
| Portfolio Manager-Equities | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
CWS Financial Advisors LLC
CWS Financial Advisors LLC Investment ManagersFinance CWS Financial Advisors LLC (CWSFA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Kalamazoo, Michigan. The firm was founded by Joseph Splendorio in 2018. CWSFA provides comprehensive financial planning and wealth management services to individuals, families, and business owners. | Finance |
| Wells Fargo Advisors (California) | |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment ManagersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Finance |
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