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Joseph Hosi
Client Relationship Manager - Associate Vice President at Rockefeller Capital Management
Joseph Hosi is a Client Relationship Manager and Associate Vice President at Rockefeller Capital Management.13 He joined the company in July 2019 after graduating from Virginia Tech in the class of 2019.2 Joseph is based in New York City and works with Crowley Shemeld Jewayni Green Wealth Partners, a team within Rockefeller Capital Management.14
Professional Background
- Current Role: Client Relationship Manager and Associate Vice President at Rockefeller Capital Management
- Joined Rockefeller Capital Management: July 2019
- Location: New York City area
Education
- Graduated from Virginia Tech in 2019
Responsibilities
As part of the Crowley Shemeld Jewayni Green Wealth Partners team, Joseph likely contributes to:
- Managing client relationships
- Assisting with bespoke investment strategies
- Supporting comprehensive financial planning for individuals and institutions
- Helping clients access Rockefeller's platform of traditional and alternative investments
- Collaborating on holistic financial advice and wealth management services
Joseph's LinkedIn profile can be found at linkedin.com/in/josephhosi.3
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Location
Reston, Virginia, United States
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Clay can make mistakes, so please verify responses. Data is from public sources. Trademarks are property of their respective owners.
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See who you know in common with Joseph