Joe Simmons, CFA
Joe is a veteran of the investment industry, with over 25 years working at some of the most recognizable investment organizations. He has successfully passed all three levels of the prestigious Chartered Financial Analysts designation. To maintain his charter, Joe must abide by a strict code of Ethics and Professional conduct (CFAInstitute.org.) The CFA charter is widely recognized as the gold standard of investment research designations. Over years of trial and error, Joe has developed a successful practice of researching credit spreads in the context of a broader portfolio and it has become his passion to teach others.
Joe lives in the Boston area with his wife and three children and is an unapologetic supporter of the New England Patriots.3 Forest Lane, Norfolk, MA 02056 508-463-6595 email@example.com