Joseph (Jay) A. Yusko, CFA, CAIA, CIPM
Director of Investment Management
In his role as Director of Investment Management, Joseph leads the investment team in direction and research. Joseph has a passion for investment analysis and fostering market and industry knowledge to elevate the investment team to better serve clients. Prior to joining the firm, Joseph worked on a multi-billion-dollar Fixed Income Portfolio Management team. A graduate of Saint Vincent College, Joseph holds a B.S. in Economics and Mathematics, is a CFA charterholder, CAIA charterholder, and CIPM certificant.
Joseph lives in Pennsylvania and can be found weightlifting, golfing, and social dancing which he appreciates sharing with others. He enjoys spending time in the outdoors hiking and camping and reading a good book when the weather is stormy.