Joseph Markovitch

Director - Head Of Investable Product Sales, Indexes at VettaFi

Joseph Markovitch has a diverse work experience spanning multiple industries. Joseph is currently serving as the Director - Head of Investable Product Sales, Indexes at VettaFi since April 2023. Prior to this role, they worked as the Senior Vice President - Index and ETF Business Development, Americas at Morningstar from March 2022 to April 2023.

Before joining Morningstar, Joseph worked at MSCI Inc. as the Vice President - ETP Index Sales and Client Coverage from November 2020 to March 2022. Joseph also gained experience at Russell Investments as an Associate Regional Director (Hybrid Wholesaler) and later as an Investment Consultant from July 2019 to November 2020.

Joseph's previous roles include Associate Director - Senior Wealth Management Associate at Cohen & Steers from October 2018 to April 2019, Regional Advisor Consultant at OppenheimerFunds from November 2014 to October 2018, and Trade Support and Middle Office Operations at Citi from November 2013 to November 2014.

Joseph started their career as an Executive Recruiter at Lucas Group from February 2013 to November 2013, followed by a role as an IT Recruiting Consultant at Experis IT, a Manpower Group Company from August 2012 to February 2013.

Joseph's earliest work experience was as a Wealth Strategy Associate at Maxim Group from June 2010 to August 2012.

Joseph Markovitch obtained a Bachelor of Science degree in Mathematics from Liberty University, where they studied from 2006 to 2009. Joseph also holds additional certifications, including the Essentials of Investment Consulting Certificate Program, CIMA Lite, which they obtained from the Investment Management Consultants Association in November 2015. Joseph has also completed certifications such as Series 63, Series 66, and Series 7, although the specific dates and institutions for these certifications are not provided.

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Timeline

  • Director - Head Of Investable Product Sales, Indexes

    April, 2023 - present