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.