Joseph Foy

Analyst-Equity at

Ogorek Wealth Management LLC

Consumer Services

Finance

Profile

Mr. Joseph Foy is an Investment Analyst at Ogorek Wealth Management LLC.
He is responsible for executing investment trades, maintaining portfolio reporting software, completing compliance forms, running billing processes and posting client quarterly reports.
He also assists the Portfolio Manager on research projects and with other ad hoc requests.
Mr. Foy was previously employed as a Transaction Capture Analyst by Citi Fund Services, Inc. He received his undergraduate degree from Canisius College.

Joseph Foy active positions

Companies	Position	Start
Ogorek Wealth Management LLC Ogorek Wealth Management LLC Investment ManagersFinance Ogorek constructs an investment portfolio, consisting of mutual funds and/or exchange-traded funds (ETFs) to achieve the client’s investment goals. The firm may also utilize individual stocks and/or bonds to meet the needs of clients.	Analyst-Equity	2021-02-28

All active positions of Joseph Foy

Former positions of Joseph Foy

Companies	Position	End
Citi Fund Services, Inc. Citi Fund Services, Inc. Domestic and international investment managers; administration and accounting, transfer agency and shareholder services, compliance and regulatory support, and marketing and distribution solutions.	Corporate Officer/Principal	2021-02-28

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Training of Joseph Foy

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Linked companies

Private companies	3
Citi Fund Services, Inc. Citi Fund Services, Inc. Domestic and international investment managers; administration and accounting, transfer agency and shareholder services, compliance and regulatory support, and marketing and distribution solutions.
Canisius College Canisius College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Ogorek Wealth Management LLC Ogorek Wealth Management LLC Investment ManagersFinance Ogorek constructs an investment portfolio, consisting of mutual funds and/or exchange-traded funds (ETFs) to achieve the client’s investment goals. The firm may also utilize individual stocks and/or bonds to meet the needs of clients.	Finance

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