Dennis Joe

Dennis Joe, CFA, is an accomplished finance professional with extensive experience in performance analysis and portfolio management. Currently serving as a Senior Performance Analyst at Fi-Tek Wealth Solutions since March 2017, Dennis oversees performance reconciliation processes and has improved performance outlier programs. Previous roles include Vice President in the Portfolio Analytics Group at JP Morgan Private Bank, where responsibilities included managing performance reporting and collaborating on risk management initiatives, and Consultant at Jamar Labs LLC, focusing on financial forecasting and business development. With a solid foundation as a Senior Equity Analyst and earlier positions in equity analysis, Dennis possesses a comprehensive understanding of investment management and has contributed significantly to performance analytics throughout a progressive career in finance. Educational credentials include an MBA in Finance from Baruch College and a B.S. in Statistics from the University at Albany.