Fiducient Advisors
Joe Cortese is a seasoned finance professional with extensive experience in investment consulting, currently serving as Partner and Senior Consultant at Fiducient Advisors since December 2015. In this role, Joe leads a practice focused on outsourced investment research for financial institutions, developing customized asset allocation programs and leveraging a team of researchers for investment solution evaluations. Joe has also held senior consulting roles, providing comprehensive investment program design for various client types, and has expertise in private markets and values-based investing. Previously, Joe held leadership positions at Vilas Capital Management and Morgan Stanley Private Wealth Management, and earned an MBA in Analytic Finance and Accounting from The University of Chicago Booth School of Business.
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