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Joe Perfilio
Directeur Général chez
Integrated Capital Management, Inc.
Profil
Mr. Joseph C.
Perfilio is Chief Executive Officer at Integrated Capital Management, Inc. He is also Co-Founder and member of its investment committee.
Prior to co-founding ICM in 2009, Mr. Perfilio began his career as the Director of Investments for ASCO Financial where he served for 10 years and later began his own private wealth management firm, Clayton Perfilio, LTD where he served as President.
Mr. Perfilio received his Bachelors of Science in Finance and a Bachelors of Arts in Philosophy from the University of Scranton.
Postes actifs de Joe Perfilio
| Sociétés | Poste | Début |
|---|---|---|
Integrated Capital Management, Inc.
 Integrated Capital Management, Inc. Investment ManagersFinance iCM uses fundamental data synthesized through quantitative investment models in their investment research. The firm’s portfolios are designed for the long-term and are managed using a time-tested and disciplined approach based on empirically proven research. | Directeur Général | 01/01/2009 |
Anciens postes connus de Joe Perfilio
| Sociétés | Poste | Fin |
|---|---|---|
Clayton Perfilio Ltd.
 Clayton Perfilio Ltd. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Asco Financial Group, Inc.
 Asco Financial Group, Inc. Investment ManagersFinance Asco manages their clients' investments through the use of equities including exchange-listed equities, OTC securities and the securities of foreign issuers. The firm also uses commercial paper, certificates of deposit, municipal securities, US Government securities and investment interests in real estate-related partnerships. In addition, they manage investments in investment company securities including variable life insurance, variable annuities and mutual fund shares. | Gestionnaire de Portefeuille-Actions | 30/04/2008 |
Formation de Joe Perfilio
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Asco Financial Group, Inc.
Asco Financial Group, Inc. Investment ManagersFinance Asco manages their clients' investments through the use of equities including exchange-listed equities, OTC securities and the securities of foreign issuers. The firm also uses commercial paper, certificates of deposit, municipal securities, US Government securities and investment interests in real estate-related partnerships. In addition, they manage investments in investment company securities including variable life insurance, variable annuities and mutual fund shares. | Finance |
University of Scranton
 University of Scranton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Integrated Capital Management, Inc.
Integrated Capital Management, Inc. Investment ManagersFinance iCM uses fundamental data synthesized through quantitative investment models in their investment research. The firm’s portfolios are designed for the long-term and are managed using a time-tested and disciplined approach based on empirically proven research. | Finance |
Clayton Perfilio Ltd.
Clayton Perfilio Ltd. Investment ManagersFinance Provides investment advice | Finance |
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