Profil
Mr. Joseph D.
Franzi, CPA, is a Managing Director-Investments at Cornerstone Advisors, Inc. (Washington).
Prior to joining Cornerstone in 2006, he spent eight years with Vulcan Inc. (Paul Allen's private asset management company) and 23 years in the San Francisco, Seattle, New York and London offices of KPMG, an international accounting firm.
He enjoys working within a team approach to collectively deliver some pretty amazing results for clients.
Mr. Franzi received a BS and a JD from the University of San Francisco.
He is a Certified Public Accountant.
Anciens postes connus de Joseph D. Franzi
| Sociétés | Poste | Fin |
|---|---|---|
Cornerstone Advisors, Inc. (Washington)
Cornerstone Advisors, Inc. (Washington) Investment ManagersFinance Cornerstone Advisors focuses on determining an appropriate ratio of equity securities, fixed income, alternative assets and cash appropriate to the client’s specific investment goals and risk tolerance. The firm seeks to build portfolios that combine multiple asset classes that complement one another. This approach delivers more consistent patterns of return as the world economy cycles through periods of contraction and expansion. Cornerstone Advisors is intentionally sequential in the way they deploy capital to minimize short-term portfolio volatility. | Gestionnaire de Portefeuille-Actions | 23/01/2014 |
Vulcan, Inc.
Vulcan, Inc. Investment ManagersFinance Vulcan invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It provides financing for buyout transactions. | Corporate Officer/Principal | 01/01/1998 |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services | Corporate Officer/Principal | - |
Formation de Joseph D. Franzi
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services | Commercial Services |
Vulcan, Inc.
Vulcan, Inc. Investment ManagersFinance Vulcan invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It provides financing for buyout transactions. | Finance |
University of San Francisco
University of San Francisco Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cornerstone Advisors, Inc. (Washington)
Cornerstone Advisors, Inc. (Washington) Investment ManagersFinance Cornerstone Advisors focuses on determining an appropriate ratio of equity securities, fixed income, alternative assets and cash appropriate to the client’s specific investment goals and risk tolerance. The firm seeks to build portfolios that combine multiple asset classes that complement one another. This approach delivers more consistent patterns of return as the world economy cycles through periods of contraction and expansion. Cornerstone Advisors is intentionally sequential in the way they deploy capital to minimize short-term portfolio volatility. | Finance |
















