Joseph Oricoli

Senior Managing Director at Roberts & Ryan Investments

Joseph Oricoli is a Senior Managing Director at Roberts & Ryan Investments. Joseph has over 50 years of experience in the financial industry, starting their career in 1970 as a Vice President at Lehman Brothers. In 1979, they became a Partner at FORE Partners Capital and held that position for three years until they joined Lehman Brothers again in 2002 as a Managing Director. From 2005 to 2008, they were the Director of Client Relationships at First Empire Securities. In 2008, they became the President of First Empire Asset Management and held that position until 2019 when they joined Stifel Financial Corp. as a Managing Director. Joseph left Stifel Financial Corp. in 2020 and joined Roberts & Ryan Investments.

Joseph Oricoli started their educational career at New York University in the School of Engineering and Science. Joseph then went on to get their certification from the Financial Industry Regulatory Authority in Series 53 (Municipal Securities Principal), Series 66 (Investment Advisor Representative), Series 24 (General Securities Principal), Series 63 (Uniform Securities State Agent), and Series 7 (General Securities Registered Representative).

Joseph Oricoli works with Ruthzar Casseus - Vice President, Equity, Thomas O’neill - Senior Managing Director, and Sadie Millard - Chief Administrative Officer. Joseph Oricoli reports to Edward D’alessandro, CEO.

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Timeline

  • Senior Managing Director

    September, 2020 - present

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