Meet Our Team

Joe Guest is a Senior Portfolio Manager at Raffa Investment Advisers and serves as lead adviser to a diverse set of clients, including nonprofit organizations, associations, retirement plans, and private wealth clients. He brings more than 14 years of industry experience and is uniquely positioned within the firm as an adviser who works across all client types in a lead advisory capacity.

Through his role, Joe works closely with boards, finance committees, executives, and individual clients to develop investment policies, construct portfolios, and provide ongoing education and guidance. He is known for his ability to translate complex investment considerations into clear, practical recommendations aligned with each client’s goals, governance structure, and decision-making process.

For nonprofit and association clients, Joe draws on his experience supporting fiduciary committees and staff, helping them navigate policy development, portfolio oversight, and long-term planning within an OCIO framework. His relationship-focused approach and steady presence enable clients to engage confidently with the investment process while maintaining appropriate governance boundaries.

As an active member of the association community, Joe has spoken at Association Forum events and contributed to Forum magazine on investment-related topics impacting associations and nonprofits.

Joe holds a Bachelor’s degree in Economics and Accounting from DePaul University and has earned the Certified Investment Management Analyst^SM designation. He is an investment adviser representative of Raffa Investment Advisers.