Joseph McFadden
Chief Investment Officer at Seabridge Wealth Management LLC
Profile
Mr. Joseph R.
McFadden, CFA MBA, is a Chief Investment Officer at Seabridge Wealth Management LLC.
He has been a senior investment professional for decades and has substantial experience researching stocks and bonds and managing investment portfolios.
Mr. McFadden was previously employed as an Equity Research Analyst & Portfolio Manager by Aberdeen Standard Investments, Inc., a Senior Equity Analyst by Eagle Asset Management, Inc., and a Senior Equity Analyst by Raymond James & Associates, Inc. He was a key member of the portfolio management team at Aberdeen Standard Investments
He earned his undergraduate degree in Finance from the University of South Florida and his MBA in accounting and finance from the University of Chicago Booth School of Business.
He holds the Chartered Financial Analyst® designation.
Joseph McFadden active positions
| Companies | Position | Start |
|---|---|---|
Seabridge Wealth Management LLC
 Seabridge Wealth Management LLC Investment ManagersFinance Seabridge Wealth Management LLC (dba SWM Advisors) is an independent registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Matthew R. DiGennaro in 2011. SWM Advisors provides investment advisory services to high net worth individuals, foundations, corporate/institutional retirement plans, corporations or business entities and municipalities. | Chief Investment Officer | 2011-06-30 |
Former positions of Joseph McFadden
| Companies | Position | End |
|---|---|---|
abrdn, Inc.
 abrdn, Inc. Investment ManagersFinance abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world. | Analyst-Equity | 2019-02-28 |
Eagle Asset Management, Inc.
 Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Corporate Officer/Principal | 2005-11-30 |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Analyst-Fixed Income | - |
Training of Joseph McFadden
| The University of Chicago | Masters Business Admin |
| University of South Florida | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Eagle Asset Management, Inc.
Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Finance |
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Finance |
abrdn, Inc.
abrdn, Inc. Investment ManagersFinance abrdn, Inc. is SEC-registered investment advisor and mutual fund manager headquartered in Philadelphia, Pennsylvania. Founded in 1995, the firm was formerly known as Aberdeen Asset Management, Inc. and as Aberdeen Standard Investments, Inc. until it became abrdn, Inc. in 2022. They are a subsidiary of abrdn Holdings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. abrdn provides investment products and solutions to various clients across the world. | Finance |
Seabridge Wealth Management LLC
Seabridge Wealth Management LLC Investment ManagersFinance Seabridge Wealth Management LLC (dba SWM Advisors) is an independent registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded by Matthew R. DiGennaro in 2011. SWM Advisors provides investment advisory services to high net worth individuals, foundations, corporate/institutional retirement plans, corporations or business entities and municipalities. | Finance |
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