We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.
OPERATIONS TEAM MEMBER
Joe Cosma is an Associate, Portfolio and Fund Operations Analyst with Round Table Wealth Management and has over 25 years of experience in the financial services industry. Before joining Round Table, Joe spent over 15 years with one of the major financial institutions in New York City where he was an Assistant Vice President of Fixed Income Administration. He also worked as an Operations Analyst for a Hedge Fund Administrator and in a Customer Service role for a major bank. In his role at Round Table, Joe provides all aspects of operations including reporting, reconciling, billing and supporting the client service team.
Joe studied Accounting and Business Administration and holds an AA from Centenary College. He has traveled extensively throughout Europe including Italy, France, England, Switzerland and Austria. Together with his family, Joe has also traveled to many states where he has attended baseball games in close to 20 MLB stadiums. In his spare time, Joe enjoys the Jersey shore and going to Broadway plays. He is an advocate for the Alzheimer’s Organization and leads a team annually for the 5K Memory Walk.