Profile
Mr. Joseph C.
Perfilio is Chief Executive Officer at Integrated Capital Management, Inc. He is also Co-Founder and member of its investment committee.
Prior to co-founding ICM in 2009, Mr. Perfilio began his career as the Director of Investments for ASCO Financial where he served for 10 years and later began his own private wealth management firm, Clayton Perfilio, LTD where he served as President.
Mr. Perfilio received his Bachelors of Science in Finance and a Bachelors of Arts in Philosophy from the University of Scranton.
Joe Perfilio active positions
| Companies | Position | Start |
|---|---|---|
Integrated Capital Management, Inc.
Integrated Capital Management, Inc. Investment ManagersFinance iCM uses fundamental data synthesized through quantitative investment models in their investment research. The firm’s portfolios are designed for the long-term and are managed using a time-tested and disciplined approach based on empirically proven research. | Chief Executive Officer | 2008-12-31 |
Former positions of Joe Perfilio
| Companies | Position | End |
|---|---|---|
Clayton Perfilio Ltd.
Clayton Perfilio Ltd. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Asco Financial Group, Inc.
Asco Financial Group, Inc. Investment ManagersFinance Asco manages their clients' investments through the use of equities including exchange-listed equities, OTC securities and the securities of foreign issuers. The firm also uses commercial paper, certificates of deposit, municipal securities, US Government securities and investment interests in real estate-related partnerships. In addition, they manage investments in investment company securities including variable life insurance, variable annuities and mutual fund shares. | Portfolio Manager-Equities | 2008-04-29 |
Training of Joe Perfilio
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Asco Financial Group, Inc.
Asco Financial Group, Inc. Investment ManagersFinance Asco manages their clients' investments through the use of equities including exchange-listed equities, OTC securities and the securities of foreign issuers. The firm also uses commercial paper, certificates of deposit, municipal securities, US Government securities and investment interests in real estate-related partnerships. In addition, they manage investments in investment company securities including variable life insurance, variable annuities and mutual fund shares. | Finance |
University of Scranton
University of Scranton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Integrated Capital Management, Inc.
Integrated Capital Management, Inc. Investment ManagersFinance iCM uses fundamental data synthesized through quantitative investment models in their investment research. The firm’s portfolios are designed for the long-term and are managed using a time-tested and disciplined approach based on empirically proven research. | Finance |
Clayton Perfilio Ltd.
Clayton Perfilio Ltd. Investment ManagersFinance Provides investment advice | Finance |
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