Portfolio Advisors
Joseph Cappiello is an experienced analyst currently working in the Client Administration and Reporting team at Portfolio Advisors since August 2022. Previously, Joseph served as an Investment Banking Intern at Cambridge Wilkinson, where responsibilities included evaluating transactions and researching investment opportunities. Prior experience as an Apprentice Electrician at Montgomery Electric involved innovative problem-solving and project supervision. Additionally, Joseph held a role as a Training Assistant at the Trinity College Athletic Center, where data management for athlete performance was key. Joseph holds a Bachelor's degree in Economics from Trinity College-Hartford, earned in 2022.
Portfolio Advisors
Portfolio Advisors is a global private asset manager specializing in the U.S. middle market. We provide tailored private equity, private credit and private real estate investment solutions through a variety of customized programs, including direct, secondary and primary investments, and junior and senior credit. Since our founding in 1994, Portfolio Advisors has served as an active partner to the middle-market community, leading to superior access and value creation for clients and sponsors alike. In 2023, Portfolio Advisors combined with FS Investments, a pioneer in the democratization of alternative assets. Together, we manage over $75 billion in assets and offer a broad suite of alternative strategies to both institutional and individual investors. The combined company has more than 500 employees across offices in the U.S., Europe and Asia, with headquarters in Philadelphia and Darien, CT.