Joe Scarpo

Directeur/Membre du Conseil chez Point Park University

Profil

Mr. Joseph A.
Scarpo is a Principal & Financial Advisor at CapFinancial Partners LLC.
He is on the Board of Directors at Point Park University.
He provides customized, comprehensive financial solutions to high-net-worth individuals, small business owners, and institutional clients.
He has over 30 years of financial advisory and business experience.
With this in-depth industry knowledge, he can quickly spot issues and design comprehensive solutions.
He assembled an exceptional team which places client needs above all else.
He joined our team from PWA Wealth Management—an independent wealth management firm he founded in 2003.
There he served as chief executive officer, navigating the firm and its clients through difficult financial decisions in an easy to understand, straightforward manner.
Before founding PWA Wealth Management, he was a partner with Bill Few Associates.
He managed the Personal Financial Planning group within the trust and investment department of Mellon Bank, providing Mellon’s wealthiest clients extensive tax and estate planning expertise.
He began his career with Arthur Andersen and Company, helping to develop Andersen’s family wealth management practice in Pittsburgh.
He holds a Bachelor of Science degree in accounting from Saint Vincent College.
He is a former Certified Public Accountant and Accredited Personal Financial Specialist.

Postes actifs de Joe Scarpo

Sociétés	Poste	Début
Point Park University	Directeur/Membre du Conseil	-
CapFinancial Partners LLC	Gestionnaire de Portefeuille-Actions	01/01/2021

Anciens postes connus de Joe Scarpo

Sociétés	Poste	Fin
Private Wealth Advisors, Inc.	Directeur Général	-

Formation de Joe Scarpo

Saint Vincent College

Undergraduate Degree