Joseph Foy

Analyst-Equity at Ogorek Wealth Management LLC

Finance

Consumer Services

Profile

Mr. Joseph Foy is an Investment Analyst at Ogorek Wealth Management LLC.
He is responsible for executing investment trades, maintaining portfolio reporting software, completing compliance forms, running billing processes and posting client quarterly reports.
He also assists the Portfolio Manager on research projects and with other ad hoc requests.
Mr. Foy was previously employed as a Transaction Capture Analyst by Citi Fund Services, Inc. He received his undergraduate degree from Canisius College.

Joseph Foy active positions

Companies	Position	Start
Ogorek Wealth Management LLC Ogorek Wealth Management LLC Investment ManagersFinance Ogorek Wealth Management LLC (OWM) is an independent registered investment advisor headquartered in Williamsville, New York. The firm was founded by Anthony J. Ogorek in 2002. OWM offers advisory services to individuals, families, business entities, retirement plans, trust, estates, charitable organizations and non-profit organizations.	Analyst-Equity	01/03/2021

All active positions of Joseph Foy

Former positions of Joseph Foy

Companies	Position	End
Citi Fund Services, Inc. Citi Fund Services, Inc. Citi Fund Services, Inc. acts as domestic and international investment managers. It offers administration and accounting, transfer agency and shareholder services. The company was founded on October 1, 1993 and is headquartered in Columbus, OH.	Corporate Officer/Principal	01/03/2021

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Training of Joseph Foy

Canisius College

Undergraduate Degree

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Linked companies

Private companies	2
Ogorek Wealth Management LLC Ogorek Wealth Management LLC Investment ManagersFinance Ogorek Wealth Management LLC (OWM) is an independent registered investment advisor headquartered in Williamsville, New York. The firm was founded by Anthony J. Ogorek in 2002. OWM offers advisory services to individuals, families, business entities, retirement plans, trust, estates, charitable organizations and non-profit organizations.	Finance
Citi Fund Services, Inc. Citi Fund Services, Inc. Citi Fund Services, Inc. acts as domestic and international investment managers. It offers administration and accounting, transfer agency and shareholder services. The company was founded on October 1, 1993 and is headquartered in Columbus, OH.