Joe Guest, CIMA®

Senior Portfolio Manager

Joe joined Raffa Investment Advisers in 2020. He works closely with the President and Senior Operations Manager to support the firm’s portfolio management and reporting responsibilities.

Joe graduated from DePaul University with degrees in Economics and Accounting. Over his 10 years in the industry, he has held many positions. Prior to joining RIA, Joe served as Head of Operations at a wealth management firm. Joe earned his Series 65 license in 2017. Joe is an investment adviser representative of RIA.

Professional Certifications

Series 65

Certified Investment Management Analyst^® (CIMA^®)

Education

DePaul University, B.S., Economics and Accounting