Joe Splendorio, CIMA®

Joe Splendorio, CIMA®

Partner

Phone: 269-342-7796
Fax: 269-349-1160
E-mail:
 

JOE SPLENDORIO, CIMA®

Partner

Joe Splendorio is a Partner at Cross, Wietfeldt & Splendorio Financial Advisors. He focuses on all aspects of wealth management for clients, with an emphasis on portfolio construction, asset allocation and manager analysis. Joe believes in a comprehensive approach with each and every client, taking the time to gather relevant information and listening to the specific goals laid out by clients before tailoring an investment plan that is unique to them. He currently serves as an advisor to a client base comprised of households, high-net worth individuals, endowments and retirement plans that represent an asset base of over $500,000,000.

Designations & Awards

Joe earned his CIMA® designation in 2014. Delivered by the Investment Management Consultants Association® (IMCA®), the CIMA® designation certifies that an investment professional has completed a rigorous process to achieve a high level of competency, professionalism, and investment expertise as an advanced investment consultant.

Joe fulfilled the CIMA® education requirement through the University of Chicago Booth School of Business and takes part in ongoing continuing education through IMCA® approved programs to actively maintain his designation.

Joe was named as one of REP. Magazine's "Top 50 NextGen Independent Broker/Dealer Advisors" for 2015.*

Past Experience

Macquarie Group – Senior Vice President, Asian Equity Sales, Boston, MA
Advised institutional asset managers with regard to their domestic and international equity holdings. Key clients included Fidelity Management, Putnam Investments, State Street Global Advisors, and Columbia Management.

Bank of America Securities – Vice President of US Equity Sales
Sales coverage of the Bank’s West Coast institutional equity client base from San Francisco.

Education

Cornell University, B.S. Applied Economics and Management
Cornell Football Wide Receiver, Team Co-Captain, 3 Time All-Ivy Football Team, Academic All-Ivy, Inducted into Cornell Athletic Hall of Fame in 2011

Personal

Joe is happily married to Lindsey and has 3 children: Gabby, Dominic and Alex.

*Rankings based on assets under management for independent broker/dealer reps only. Advisors had to be under the age of 40 as of January 1, 2015. The ranking is not indicative of past or future investment performance.