Joseph P. Alexopoulos
CFP®, CFE, MBA
Joe is a principal of Aequitas Wealth Management. A graduate of Bryant University in Rhode Island, Joe earned his MBA from the University of Southern California's Marshall School of Business. He holds the CFP® (Certified Financial Planner) and CFE (Certified Fraud Examiner) designations.
Joe has nearly 23 years of experience in wealth management. Prior to founding Aequitas Wealth Management, he was a Vice President at Citigroup Private Bank in Geneva, Switzerland. Previously, at Fidelity Investments, Joe advised high net worth clients with their investment portfolios and managed nearly $400 million in portfolio assets.
He is an active member of METal International (Media, Entertainment and Technology and Leaders). Joe enjoys reading, gym activities and cycling including participating in local events such as the Mulholland Challenge and Tour de Big Bear Hors Catégorie.